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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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95 results found

  1. Opportunities on RT Calendar

    It would be great if your assigned opportunities would show up on your RT calendar just like you can choose for your tasks or appointments to show on your calendar. This way you can work the opportunities step as a task for the day, versus having to set up a separate task for each step of the opportunity.

    60 votes
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  2. Assigning multiple advisers or Team to an Opportunity

    Is it possible to assign an opportunity to multiple advisers? We have situations where multiple advisers are assigned to an opportunity and they would like to be able to select all opps that they are working even those that they jointly are working as a team.

    79 votes
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  3. Linked Notes in Opportunities

    Would be faster to add Linked Notes in Opportunities how it is currently setup in Activities.

    This would prevent from having to open a new page just to add a Note and see the list of all notes from the Main Opp page.

    43 votes
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  4. Send Opportunities Notifications

    Have the system send out an email to the person an opportunity is assigned to as a reminder that it needs to be followed up on.... this was previously posted and said that it was completed, but it actually was not.

    52 votes
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  5. Allow for updating next step and close date in the Opportunity List view

    It can be time consuming to update the list if I have to click into each one to update. It would be great to be able to update at least the next step and close date from the list view of all the opportunities.

    26 votes
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  6. Notify of Opportunity Stage Change

    When an opportunity stage is changed, a team/user can be notified of such through an automation template.

    4 votes
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  7. Add Revenue to the Opportunities dashboard and reports

    Add Revenue to the Opportunities dashboard top line... some firms are less worried about assets and more focused on revenue.

    361 votes
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  8. Allow me to categorize my opportunities. opportunity within an opportunity

    Allow me to Categorize my opportunities. Example...
    Opportunities main list --CPAs and then list of CPAs

    20 votes
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  9. "Closing Next" Opportunity Not Showing 'Past Due'

    For some reason at the top of the opportunity page an opportunity that isn't set to close until the end of November has been stuck as our "Closing Next" opportunity for the past few weeks. I'm not sure why that is, since this feature was working before and we have a lot of opportunities with close dates before November 2016.

    3 votes
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  10. Create Followup Opportunities from Notes

    It would be nice to be able to select and input a new opportunity from the notes tab similar to being able to add a follow-up to that note.

    35 votes
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  11. Customize Opportunity "Type"

    Looking to customize the Opportunity "Type." Currently "New Business" and "Existing Business" are the only options. We would love to have the ability to customize the Opportunity "Type" just like we are able to customize the Opportunity "Stage."

    280 votes
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  12. Duplicate Oppurtunities

    Drop down to duplicate opportunities to avoid rekey of all info

    23 votes
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  13. add opportunity tracking to seminar management

    Opportunity tracking built into seminar management, or even the ability to link an opportunity in the opportunity tracker to a specific seminar would be extremely useful and powerful in tracking efforts within our existing client base.

    26 votes
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  14. Create an Activity from the Opportunity Tracker

    Link the opportunity tracker to a new calandar entry for the next step process

    259 votes
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  15. 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!

    145 votes
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