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1. Customize Opportunity "Type"

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   28 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

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   Anonymous commented  ·  Jan 30, 2018  ·  Delete…

   When viewing the opportunity tracker we would like to see a product type field (ie) LI, AUM, LTC ...

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   Anonymous supported this idea  ·  Jan 30, 2018