link held-away accounts to new opportunities
link held-away accounts to new opportunities that are created. When inputting a held-away account have a link to create a new opportunity to establish a plan to absorb those assets
7
votes
Norton Suda
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Anna Dujan commented
This feature definitely is needed and will boost opportunity tracking and success.