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5 results found

1. Age Based Triggers

   873 votes

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   27 comments  ·  Redtail CRM » Automations  ·  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!

   Andrew Zoll supported this idea  ·  Jan 6, 2025

2. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

   1,278 votes

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   65 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Andrew Zoll supported this idea  ·  Jan 6, 2025

3. Column View for Opportunities

   3 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Andrew Zoll shared this idea  ·  Jan 6, 2025

4. Column View for Opportunities

   3 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Andrew Zoll shared this idea  ·  Jan 6, 2025

5. LinkedIn - Contact Import

   30 votes

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   1 comment  ·  Redtail CRM » Integrations  ·  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!

   Andrew Zoll supported this idea  ·  Jan 6, 2025