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← Customer Feedback for Redtail Technology

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7 results found

  1. Linking Activities, Workflows, Notes, Documents, & Opportunities

    348 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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  2. Create an Activity from the Opportunity Tracker

    265 votes
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    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  3. Add scheduled send out for broadcast email

    135 votes
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    8 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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  4. E-mail notifications for comments on existing notes

    394 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  5. Workflow email notification when current step due.

    48 votes
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    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous supported this idea  · 

  6. Customized Reports exported to PDF

    61 votes
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    3 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Anonymous supported this idea  · 

  7. Link email to notes/activities

    654 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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