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5 results found

1. 1. Could there be modifications made to the Opportunity details

   3 votes

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   Clary shared this idea  ·  October 06, 2022

2. Opportunity Final Stage Modification

   98 votes

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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!

   Clary supported this idea  ·  October 06, 2022

3. Post completed opportunity to Contact notes

   22 votes

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   Clary supported this idea  ·  October 06, 2022

4. Customize Opportunity "Type"

   338 votes

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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!

   Clary supported this idea  ·  October 06, 2022

5. Customizing Activity Detail Fields

   3 votes

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   Clary shared this idea  ·  October 06, 2022