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5 results found

1. Bulk Update Opportunities Permissions

   12 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Stacy Cole-Covelli shared this idea  ·  Aug 12, 2022

2. bulk change notes permissions

   15 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Stacy Cole-Covelli supported this idea  ·  Aug 12, 2022

3. Permissions

   111 votes

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   2 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Stacy Cole-Covelli supported this idea  ·  Aug 12, 2022

4. Contact Record Opportunities

   60 votes

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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!

   Stacy Cole-Covelli supported this idea  ·  Aug 12, 2022

5. Opportunity Tracker: Bulk Actions

   41 votes

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   0 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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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!

   Stacy Cole-Covelli supported this idea  ·  Aug 12, 2022