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Sandy

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  1. Functional "Projected Revenue" and "Actual Revenue" Fields in Opportunities

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    1 comment  ·  Redtail CRM » Opportunities  ·  Admin →
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    Sandy commented  · 

    In an effort to get rid of excel unnecessary excel spreadsheets, we would love to see something within Redtail opportunities that contains or can have a formula added in to automatically produce the revenue information based on the total amount we think the client will bring in. It would be cool to then see that information added to the overall dashboard.

    Sandy supported this idea  · 

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