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1. add a new status

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   28 comments  ·  Redtail CRM » Accounts  ·  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!

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   JOE ROBERTS, SR commented  ·  August 02, 2019  ·  Delete…

   Along with adding "Denied" add another status: Refused Offer

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   JOE ROBERTS, SR commented  ·  August 02, 2019  ·  Delete…

   ADD an additional status involving insurance Add "DENIED"

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   JOE ROBERTS, SR shared this idea  ·  August 02, 2019
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   JOE ROBERTS, SR commented  ·  November 12, 2015  ·  Delete…

   re Accounts expand option from current OPEN, CLOSED, PENDING, UNDER REVIEW to in place of closed, e.g DENIED, LAPSED, CANCELLED, consolidate PENDING & UNDER REVIEW.

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