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1. Pipeline

   8 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Jeremy shared this idea  ·  January 09, 2021

2. Add Revenue to the Opportunities dashboard and reports

   367 votes

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   42 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   Jeremy supported this idea  ·  January 09, 2021

3. Opportunities should have at least 3 date fields

   123 votes

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   7 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Jeremy supported this idea  ·  January 09, 2021

4. Opportunities by Category

   35 votes

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   1 comment  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.

   This suggestion is remaining open and can continue to gather votes and comments!

   Jeremy supported this idea  ·  January 09, 2021

5. Opportunities layout

   33 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Jeremy supported this idea  ·  January 09, 2021

6. Automatic Email or Text Message Appointment Reminders to Clients

   3,612 votes

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   263 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Jeremy supported this idea  ·  July 29, 2020