Meghan Morales

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Orion Household Linking for Spouses

    10 votes
    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    Meghan Morales shared this idea  · 

  2. Integrate Redtail with DocuSign so we can upload information directly from the CRM into the DocuSign fields.

    26 votes
    1 comment  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    Meghan Morales supported this idea  · 

  3. default accounts tab with orion

    20 votes
    1 comment  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    Meghan Morales supported this idea  · 

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