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1. Documents

   192 votes

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   18 comments  ·  Redtail CRM » Documents  ·  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!

   Graig Stettner supported this idea  ·  May 30, 2019

2. Create an Activity from the Opportunity Tracker

   272 votes

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   25 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!

   Graig Stettner supported this idea  ·  Apr 10, 2017
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   Graig Stettner commented  ·  Apr 10, 2017  ·  Delete…

   There is no way to set up a follow-up activity from an opportunity. One has to create a new activity. Make this functionality accessible from within the opportunity.

   Save Submitting...

3. Outcome of one workflow feed into another workflow

   500 votes

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   21 comments  ·  Redtail CRM » Automations  ·  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!

   Graig Stettner supported this idea  ·  Apr 3, 2017