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Kim Lockwood

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. Opportunity Final Stage Modification

    101 votes
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    7 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Kim Lockwood supported this idea  · 

  2. Billable Time Tracking

    380 votes
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    43 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Kim Lockwood supported this idea  · 
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    Kim Lockwood commented  · 

    Create a billing system to include steps such as:
    Sent invoice to client for $$ for XX Services on XX/XX/XX
    Received check $$ from client XX/XX/XX
    Sent check to $$ bookkeeper on XX/XX/XX
    Check deposit $$ confirmed on XX/XX/XX

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