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7 results found

1. Have a RECALL feature on your hosted email.

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   0 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Donna Jenkins shared this idea  ·  Jan 12, 2024

2. Opportunities should have at least 3 date fields

   138 votes

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   7 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!

   Donna Jenkins supported this idea  ·  Dec 23, 2020

3. Notify users that an opportunity has been added

   58 votes

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   1 comment  ·  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!

   Donna Jenkins supported this idea  ·  Dec 23, 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!

   Donna Jenkins supported this idea  ·  Dec 23, 2020

5. opportunity archive

   16 votes

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   1 comment  ·  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!

   Donna Jenkins supported this idea  ·  Dec 23, 2020

6. opportunity filter

   91 votes

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   5 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!

   Donna Jenkins supported this idea  ·  Dec 23, 2020

7. Post completed opportunity to Contact notes

   25 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Donna Jenkins supported this idea  ·  Dec 23, 2020