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1. Customize Opportunity "Type"

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   28 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!

   Gabriel L supported this idea  ·  October 12, 2011
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   Gabriel L commented  ·  October 12, 2011  ·  Delete…

   The opportunities is a great feature. But, I would like to have different "opportunity steps" for different types of clients. For example, an annuity client, a life insurance client, an investment client.

   You could have a button to "show" all opportunities, but also have the ability to drill down to "opportunity type" and then have a different set of steps/phases for that type.

   This would really help for those of us that want to focus on different aspects of the business separately. For those users who don't want that much separation, they could just use one opportunity type (as it exists today).

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