Skip to content

How can we improve Redtail Technology's CRM?

← Redtail CRM

Create an Activity from the Opportunity Tracker

Link the opportunity tracker to a new calandar entry for the next step process

262 votes
Vote

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
You have left! (?) (thinking…)
Anonymous shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Jeffrey West commented  ·   ·  Report

    I just suggested the same thing

  • Jeffrey West commented  ·   ·  Report

    It would be nice if we could link an Opportunity to a Task/Appointment. The task allows us to keep an ongoing note chain as well as put the "Next Step" on our calendars and assign to others on my team

  • Ajenkins commented  ·   ·  Report

    Please add this feature !

  • David Donhoff commented  ·   ·  Report

    Yes... 3 votes from me on this! Create, edit/amend/update, and complete from Oppy Tracker.

  • Marissa Thomas commented  ·   ·  Report

    Please add this feature and let me know when it's complete. That would be awesome!

2 Next →

Redtail CRM: Opportunities

Categories

Feedback and Knowledge Base

(thinking…)