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1. Linking Activities, Workflows, Notes, Documents, & Opportunities

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   14 comments  ·  Redtail CRM » Activities  ·  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!

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   Paul Tencer commented  ·  Jan 27, 2023  ·  Delete…

   Please add option to link Opportunities to Redtail activities

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   Paul Tencer supported this idea  ·  Jan 27, 2023