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1. Connect Activities & Notes to an Opportunity

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   2 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!

   Anonymous supported this idea  ·  Sep 16, 2021
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   Anonymous commented  ·  Sep 16, 2021  ·  Delete…

   I want to be able even manually to link a note or activity to an opportunity, You could add that option to link an activity, or in the same area, you have to link contacts.

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