Quicker access to drop down menu to change opportunity stage
In the opportunities menu... you currently have to click on edit and pull up the opportunity to mouse over to the stage, pull the drop down, and select the new stage.
Much quicker would be to have that drop down available right from the opportunities list. Click on the stage, and you get the whole list, and then you can update the stage.
Jamal 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!