Josh Standeven
My feedback
2 results found
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67 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
Josh Standeven supported this idea ·An error occurred while saving the comment -
359 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
Josh Standeven supported this idea ·
In addition to email integration (not needing to switch back and forth between CRM and email provider), email tracking should be standard to track open/click rates. Wealthbox CRM does this exceptionally well.