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1. Customize Opportunity "Type"

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   28 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!

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   Corina Martin commented  ·  August 09, 2016  ·  Delete…

   It would be nice to be able to add additional Opportunity types to be more specific as in Financial Planning. It would be a nice to customize them like workflows and be able to have the two work together cohesively.

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   Corina Martin supported this idea  ·  August 09, 2016