Drop down to duplicate opportunities to avoid rekey of all info
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!
Would be nice to have a "clone" feature on the opportunities. We use this to track every single sale - some of which are recurring contributions to a client's account. Would be nice to be able to clone their last closed opportunity and update with the new data.
Templates would be useful if they were stored inside of Tailwag. Instead, we have spreadsheets and word documents with "templates."