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Mike

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  1. Add Revenue to the Opportunities dashboard and reports

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    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Mike commented  · 

    It seems that all of the feature enhancements in Opportunity Trackers aren't getting much attention. I agree, this is the ONE area that needs significant improvement. A great first start would be fixing the "sort" and "filter" features so that your last sort/filter is saved. It always disappears immediately after going into another section of Redtail or another contact. This makes it incredibly difficult to find your prospects within a long list.

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