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1. Create an Activity from the Opportunity Tracker

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   25 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!

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   Sigi Comeau commented  ·  Sep 5, 2017  ·  Delete…

   From the screen to enter a new opportunity have the option to create a new activity linked to the opportunity.

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   Sigi Comeau supported this idea  ·  Sep 5, 2017