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1. Assigning multiple advisers or Team to an Opportunity

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   6 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!

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   Anonymous commented  ·  February 25, 2014  ·  Delete…

   Our operations department would like to see additional detail in the opportunity- such as- number of accounts, type of accounts (IRA/Taxable/etc), funding source (existing account/cash/custodian), amount in each account, and expected funding date. This would allow us to keep track of the transfer of very complex relationships that may have upward of 10 accounts.

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   Anonymous supported this idea  ·  February 25, 2014