Rhonda Campbell

My feedback

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  1. 249 votes
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    Rhonda Campbell commented  · 

    Agree! Workflow steps, completed activities and opportunity correspondence need to show up in the timeline. System use to have the workflow and activities show up in the timeline. Even when you show "all" in the timeline it does not give you the individual steps that happened without another 5 clicks or so. It is so hard to click numerous times to see what is going on with a client when you a few short moments when a client is on the phone. This needs changed ASAP.

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  2. 149 votes
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  3. 463 votes
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  4. 272 votes
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  5. 1,374 votes
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  6. 57 votes
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  7. 1,973 votes
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  8. 1,280 votes
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  9. 46 votes
    2 comments  ·  Redtail CRM » Family  ·  Admin →
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  10. 166 votes
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