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Emma Abernathy

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. opportunity stages

    6 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Emma Abernathy shared this idea  · 

  2. Make Opportunities more efficient

    11 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Emma Abernathy supported this idea  · 

  3. Opportunity Templates

    4 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Emma Abernathy supported this idea  · 

  4. Add Basic Contact Data (phone, email, DOB, SOC#) as a side column so that when we are in Workflows,we can see that data without clicking out

    14 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Emma Abernathy supported this idea  · 

  5. Auto Link Married Couples' Notes

    23 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Emma Abernathy supported this idea  · 

  6. Scrap Worflows and Start Over

    55 votes
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    4 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Emma Abernathy supported this idea  · 

  7. Separate completed tasks from Notes

    7 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Emma Abernathy shared this idea  ·