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1. Customize Opportunity "Type"

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   28 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The 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!

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   Corey Gragg commented  ·  Apr 13, 2021  ·  Delete…

   This doesn't seem like that hard of a change, would love to see it.

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   Corey Gragg supported this idea  ·  Apr 13, 2021
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   Corey Gragg commented  ·  Apr 13, 2021  ·  Delete…

   Would love to be able to choose from or add more opportunity types, other than just "new business" or "existing client"

   I.E. Life Insurance, P&C, Lending, Rollover, Taxable Investment, Etc.

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