Feature Suggestion: Column View for Opportunities

I’d love to see a column-based view added to the Opportunities screen in Redtail CRM! This feature could function like a Kanban board, making it easier to manage and update opportunities visually.

Here’s how it could work:

• Sortable Columns: Users could organize opportunities by stage, type, or source, with each column representing a specific category.

• Drag-and-Drop Updates: Opportunities would appear as cards within the columns, and users could update an opportunity’s stage by dragging it from one column to another (e.g., from “Needs Contact” to “Meeting Scheduled”).

• Customizable Layout: Users could choose which stages or categories to display as columns to fit their specific workflow.

This would make pipeline management much more intuitive and save time by eliminating the need to manually update opportunities through individual screens.

If you’d like this feature too, please upvote!