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1. Add Revenue to the Opportunities dashboard and reports

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   42 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  ·  November 13, 2018  ·  Delete…

   Having Projected Revenue visible on the Opportunities dashboard is just as important as AUM. Remove one field and add Projected Revenue instead. Projected Revenue is entire point of an OPPORTUNITY!!!!

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   Anonymous supported this idea  ·  November 13, 2018