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11 results found

1. Seminar

   29 votes

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   0 comments  ·  Redtail CRM » Seminar  ·  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!

   Danica Bolton supported this idea  ·  Dec 4, 2020

2. Show Attendee Status for Seminar in Contact

   38 votes

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   0 comments  ·  Redtail CRM » Seminar  ·  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!

   Danica Bolton supported this idea  ·  Dec 4, 2020

3. Seminar Canceling

   6 votes

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   0 comments  ·  Redtail CRM » Seminar  ·  Delete…  ·  Admin →
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   Danica Bolton supported this idea  ·  Dec 4, 2020

4. Opportunity Report - need date range in the filter so I can see when opportunities were opened

   27 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  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!

   Danica Bolton supported this idea  ·  Dec 4, 2020

5. Opportunity Follow-Ups

   45 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  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!

   Danica Bolton supported this idea  ·  Dec 4, 2020

6. notifications within opportunities

   49 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Danica Bolton supported this idea  ·  Dec 4, 2020

7. From Workflow to Workflow

   87 votes

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   2 comments  ·  Redtail CRM » Automations  ·  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!

   Danica Bolton supported this idea  ·  Dec 4, 2020

8. Activity Template Automation

   76 votes

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   4 comments  ·  Redtail CRM » Automations  ·  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!

   Danica Bolton supported this idea  ·  Dec 4, 2020

9. More automation triggers

   33 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Danica Bolton supported this idea  ·  Dec 4, 2020

10. Automation Trigger Event: Client Age

    93 votes

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    3 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Danica Bolton supported this idea  ·  Dec 4, 2020

11. automated task creation

    10 votes

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    0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Danica Bolton shared this idea  ·  Dec 4, 2020