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1. Create an Activity from the Opportunity Tracker

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   25 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

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   Jenn commented  ·  Aug 24, 2017  ·  Delete…

   I agree or at least have the "close date" appear on the calendar. So that the advisor is aware that it needs to be done.

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   Jenn supported this idea  ·  Aug 24, 2017