Skip to content

Michelle Ponce

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. Add Opportunity Notes to Linked Contacts

    149 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    12 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Michelle Ponce commented  · 

    I do not understand why this has not yet been implemented, this is a fantastic idea! Yes, there is a way of doing this but not the most time efficient of course. It has been over ten years since this has been suggested and I would still love to see this happen.

    Michelle Ponce supported this idea  · 

  2. Linking of Contacts, Accounts to Opportunities and Opportunity Notes

    12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Michelle Ponce commented  · 

    Opportunities has the potential of being a one stop shop for any advisor team tracking their new business. I believe linking activities and notes within the opportunity and to the contact allows an advisor team to visualize the exact status, incoming revenue, outstanding items, and provide a full picture for the business owner.

    Michelle Ponce supported this idea  · 

Feedback and Knowledge Base

(thinking…)