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Hannah Vickery

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7 results found

  1. client review

    12 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Hannah Vickery supported this idea  · 

  2. Client review dates should NOT auto change

    41 votes
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    3 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Hannah Vickery supported this idea  · 

  3. Automations: Make the Know your Client Review Date a Trigger Event

    774 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Hannah Vickery commented  · 

    Any Update on this??? ridiculous that it's been a request since 2015 and no update.

  4. Add "Last date updated" to opportunities

    16 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  5. Automation link/ create Opportunity

    16 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  6. Sort Opportunities by Creation Date

    13 votes
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    1 comment  ·  Redtail CRM » Opportunities  ·  Admin →
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  7. Linking of Contacts, Accounts to Opportunities and Opportunity Notes

    12 votes
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    1 comment  ·  Redtail CRM » Opportunities  ·  Admin →
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    Hannah Vickery supported this idea  · 

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