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Michelle Ponce

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  1. Add Opportunity Notes to Linked Contacts

    155 votes
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    12 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    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

    27 votes
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    1 comment  ·  Redtail CRM » Opportunities  ·  Admin →
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    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  · 

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