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Chad Rice

← Customer Feedback for Redtail Technology

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3 results found

  1. Opportunity Permissions for Non-Admins

    3 votes
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    1 comment  ·  Redtail CRM » Opportunities  ·  Admin →
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    Chad Rice shared this idea  · 
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    Chad Rice commented  · 

    It seems odd that non-admins have a one-time ability to set permissions which may then not be seen by other users.

  2. Adjust Filter Settings

    7 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Chad Rice supported this idea  · 

  3. Assigning multiple advisers or Team to an Opportunity

    79 votes
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    6 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Chad Rice supported this idea  · 

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