Anonymous

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Sorting of "Activities"

    191 votes
    14 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Anonymous commented  · 

    Agreed!! This is a must fix.

    Anonymous supported this idea  · 

  2. I need additional Mail Merge Fields

    545 votes
    81 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Anonymous supported this idea  · 

  3. Add Revenue to the Opportunities dashboard and reports

    382 votes
    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Anonymous commented  · 

    A report that calculates expected revenue for each opportunity (Potential Revenue x Probability = Expected Revenue), and then aggregates Expected Revenue for all opportunities, which would be very helpful for budgeting and cash flow management purposes. As it is, there is little use in entering probabilities because it is not leveraged in any report.

    Anonymous supported this idea  · 

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