Anonymous
My feedback
6 results found
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58 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Anonymous
supported this idea
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138 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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27 votes
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!
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431 votes
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!
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36 votes
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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382 votes
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!
Anonymous
supported this idea
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Because of it's cumulative nature, the Opportunity Tracker is almost useless as a reporting and tracking tool. It IS useless as a task reminder. We would like the Tracker to be much more automated- send the advisor an email reminding him that his close date on an opportunity is approaching, or adding a task to the advisor's calendar to follow up with a prospect at specific intervals. It would also be amazing if the tracker would keep track of closed/won ratios for each advisor on a cumulative basis, a quarterly basis, and an annual basis. That would help each advisor plan their prospecting more efficiently, and it would help the firm know if an advisor is struggling so that we can provide additional support.