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Jeffrey West

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  1. Create an Activity from the Opportunity Tracker

    262 votes
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    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Jeffrey West supported this idea  · 
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    Jeffrey West commented  · 

    I just suggested the same thing

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    Jeffrey West commented  · 

    It would be nice if we could link an Opportunity to a Task/Appointment. The task allows us to keep an ongoing note chain as well as put the "Next Step" on our calendars and assign to others on my team

  2. Account Nickname

    47 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Reviewed  ·  Redtail Development Team responded

    This 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!

    Jeffrey West supported this idea  · 
    Jeffrey West shared this idea  · 

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