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Greg Finke

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Show the Details of the Actions done on the Timeline

    251 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Greg Finke supported this idea  · 

  2. Add Opportunity Notes to Linked Contacts

    155 votes
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    12 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Greg Finke supported this idea  · 

  3. Add Revenue to the Opportunities dashboard and reports

    382 votes
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    43 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Greg Finke commented  · 

    I would suggest that you be able to see when an opportunity started as well. I'd like to run report each week that shows what new opportunities were added in the week as well as what activities closed that week.

    Would also like the notes from the opportunities to go to the attached contacts as well.

    Greg Finke supported this idea  · 

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