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← Customer Feedback for Redtail Technology

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  1. Duplicate Oppurtunities

    23 votes
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    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Anonymous commented  · 

    Would be nice to have a "clone" feature on the opportunities. We use this to track every single sale - some of which are recurring contributions to a client's account. Would be nice to be able to clone their last closed opportunity and update with the new data.

    Anonymous supported this idea  · 

  2. Enable user defined fields to have a customizable order

    130 votes
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    6 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous supported this idea  · 

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