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Melanie Rhooms

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Activity field on Opportunity record

    1 vote
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Melanie Rhooms shared this idea  · 

  2. Client Review

    4 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Melanie Rhooms shared this idea  · 

  3. Financials - Strategic Allocation

    1 vote
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  4. link account to WF like you can do it with activities

    5 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  5. Automation of workflows based on Opportunity Stages

    1 vote
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Melanie Rhooms shared this idea  · 

Feedback and Knowledge Base

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