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Jesse Fullan

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  1. Add customizable dashboard. We need to create layouts/forms with user-defined fields like ACT! CRM allows.

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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jesse Fullan commented  · 

    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.

    Jesse Fullan supported this idea  · 

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