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  1. Trusted Contact

    181 votes
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    15 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous supported this idea  · 

  2. Linking Activities, Workflows, Notes, Documents, & Opportunities

    345 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous commented  · 

    Activities link account and contact,
    Opportunities link contact, workflow and documents ...
    Link an account to Opportunities or link workflow to Activities

    Anonymous supported this idea  · 

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