My feedback

1 result found

1. Customize Opportunity "Type"

   344 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   28 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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!

   An error occurred while saving the comment
   Michael commented  ·  Apr 6, 2018  ·  Delete…

   Add custom opportunity types. Currently we have two options "New Business" and "Existing Business". I would like to be able create my own choices. For example; AUM, Life Insurance, Disability Insurance, VA, Fee: Plan, Fee: Consulting to name a few.

   Save Submitting...
   Michael supported this idea  ·  Apr 6, 2018