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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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How can we improve Redtail Technology's CRM?

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41 results found

  1. Add Opportunity Notes to Linked Contacts

    I love that we can add notes to Opportunities, but it would be very nice to have the option to copy those notes to the linked contacts so we don't have to double enter them. A checkbox that says "copy note to linked contacts" would be fantastic!

    149 votes
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    12 comments  ·  Opportunities  ·  Admin →
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