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

   345 votes

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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!

   Al Feronti supported this idea  ·  Apr 26, 2024

2. can we get opportunities to link with activities and accounts

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Al Feronti shared this idea  ·  Apr 26, 2024