Skip to content

Nick Pope

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Customize Opportunity "Type"

    344 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    28 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Nick Pope supported this idea  · 

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

    373 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    13 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Nick Pope commented  · 

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

    Nick Pope supported this idea  · 

Feedback and Knowledge Base

(thinking…)