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7 results found

1. Separate column for Opportunities Client vs Other Contacts

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Samantha shared this idea  ·  Sep 9, 2021

2. Opportunity Final Stage Modification

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   7 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!

   Samantha supported this idea  ·  Sep 9, 2021

3. Opportunities by Category

   35 votes

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   1 comment  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.

   This suggestion is remaining open and can continue to gather votes and comments!

   Samantha supported this idea  ·  Sep 9, 2021

4. Opportunities

   54 votes

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   1 comment  ·  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!

   Samantha supported this idea  ·  Sep 9, 2021

5. Linking Activities, Workflows, Notes, Documents, & Opportunities

   297 votes

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   14 comments  ·  Redtail CRM » Activities  ·  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!

   Samantha supported this idea  ·  Sep 9, 2021

6. link held-away accounts to new opportunities

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   1 comment  ·  Redtail CRM » Accounts  ·  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!

   Samantha supported this idea  ·  Sep 9, 2021

7. Random Notes in One Place

   6 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Samantha shared this idea  ·  Jun 18, 2021