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1. add a new status

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   28 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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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   Michael Marquis commented  ·  December 27, 2016  ·  Delete…

   Add the options Terminated and Lapsed to the existing list under account status's

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   Michael Marquis supported this idea  ·  December 27, 2016