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Nick Pope

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  1. Customize Opportunity "Type"

    338 votes
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    28 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Nick Pope commented  · 

    Allowing for additional "type" selections would be extremely helpful for tracking KPI's appropriately. (i.e. AUM, financial planning, life, disability, etc).

    Nick Pope supported this idea  · 

  2. Allow customization of "Written Agreement Review" types

    163 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Nick Pope supported this idea  · 

  3. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    370 votes
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    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Nick Pope commented  · 

    Allow ability to upload document to workflow. Often times workflows reference a client/prospect document.

    Nick Pope supported this idea  · 

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