Skip to content

How can we improve Redtail Technology's CRM?

← Redtail CRM

Share a contact profile with another person if they have joint work together

It would be great to be able to share a contact profile with another person if they have joint work together to eliminate calling, texting, emails to get notes or policy info, etc.

1 vote
Vote

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
You have left! (?) (thinking…)
Amanda 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

Redtail CRM: Contact Add Screen

Categories

Feedback and Knowledge Base

(thinking…)