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1. Linked Notes in Opportunities

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   3 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!

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   Anonymous commented  ·  Sep 17, 2020  ·  Delete…

   PLEASe - Now Ihave to make a Note under the Contact then go to the Opportunity to update that the application has been processed.

   No one touches the Opportunity except agents and the Admin all work in notes.

   Also being able to link the notes to various Contacts would be good as an Opportunity like for a 401k has more than one Contact to deal with to close the deal.

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   Anonymous supported this idea  ·  Sep 17, 2020