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Welcome to our official Redtail CRM feedback forum!

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50 results found

  1. We would like to be able to customize the columns on opportunity reports (add/delete)

    Currently, the in place columns are not customization and only include a portion of the identifiers. We would like to be able to customize these columns to show additional identifier (ex. Projected Revenue, etc..)

    32 votes
    4 comments  ·  Opportunities  ·  Admin →
    How important is this to you?

  2. Opportunity Final Stage Modification

    Opportunity Final Stage Modification
    CLOSED WON AND CLOSED LOST is simply not enough.
    We need CLOSED INACTIVE and CLOSED LOST CLIENT
    In the conversion process from suspect to prospect to client we can customize the stages to our own desires but when it comes to creating the final tally, you take control and the end resulting two options of Closed Won and Closed Lost is not enough.
    When I get a referral and talk to the suspect and qualify them then enter them as a prospect and an opportunity and they say they want to come in but never do,…

    105 votes
    7 comments  ·  Opportunities  ·  Admin →
    How important is this to you?

  3. Opportunity Notes in Report

    Have Opportunity Notes export with the Opportunity Report output. Notes are a way of tracking relevant narrative about the opportunity, etc.

    17 votes
    0 comments  ·  Opportunities  ·  Admin →
    How important is this to you?

  4. 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.

    69 votes
    5 comments  ·  Opportunities  ·  Admin →
    How important is this to you?

  5. 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.

    49 votes
    3 comments  ·  Opportunities  ·  Admin →
    How important is this to you?

  6. 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.

    58 votes
    2 comments  ·  Opportunities  ·  Admin →
    How important is this to you?

  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.

    382 votes
    42 comments  ·  Opportunities  ·  Admin →
    How important is this to you?

  8. 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.

    29 votes
    1 comment  ·  Opportunities  ·  Admin →
    How important is this to you?

  9. Create an Activity from the Opportunity Tracker

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

    272 votes
    25 comments  ·  Opportunities  ·  Admin →
    How important is this to you?

  10. 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
    12 comments  ·  Opportunities  ·  Admin →
    How important is this to you?
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