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lawrence ford

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  1. Make ALL Fields Searchable in the Advanced Search

    216 votes
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    11 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  2. Add Revenue to the Opportunities dashboard and reports

    382 votes
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    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    lawrence ford commented  · 

    to be clear- on the opportunity page you can not see or report on expected revenue- only on the "amount" which relates to assets

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    lawrence ford commented  · 

    need to see and report on expected revenue

    lawrence ford supported this idea  · 

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