recurring opportunity
Option to create a "Recurring Opportunity". This would be helpful for IRA/Roth annual contributions. Or any account that a client is adding an amount to on a periodic basis. Right now, I have a recurring "Task" but I have to create the opportunity each time in order to track it. Recurring Opportunity option would alleviate this double input.
Garrett Harper
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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Anonymous
commented
another example is receiving payments from a business sale. These payments are substantial and recurring on an annual basis for 8 years. do we add 8 opportunities in february of each year out to 2027? much easier to have recurring versus having to input multiple times.
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Andrew but posted for a user
commented
It would be nice to be able to track Recurring Revenue and have it display on the opportunity page similar to how closed or won amount would be.