Jesse Fullan
My feedback
4 results found
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95 votes
Jesse Fullan supported this idea ·
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143 votes
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!
Jesse Fullan supported this idea ·
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24 votes
Jesse Fullan supported this idea ·
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10 votes
An error occurred while saving the comment Jesse Fullan supported this idea ·
Yes! This would be huge. I worked with Salesforce before, and the ability to deeply customize dashboards for different team members was ESSENTIAL to our success. Sales reps had a customized overview of their clientele, Leadership had customized views of the organization and sales pipeline, administrative staff had detailed looks at outstanding tasks and bottlenecks for our org... this is a key CRM feature that's missing in Redtail. I will have to figure out a workaround for this in order to help our company stay on top of things and give our clients a good experience.