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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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   Anonymous commented  ·  Mar 23, 2017  ·  Delete…

   Create an activity from within the opportunity.

   In the opporutnities, add a 'next step', and that should generate an activity (or give me the option to generate an activity).

   As it is now, I have to create the activity as well as the next step.

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   Anonymous supported this idea  ·  Mar 23, 2017