Gregory Lopez
My feedback
1 result found
-
24 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!
An error occurred while saving the comment Gregory Lopez shared this idea ·
I am surprised more people do not find this critical. Revenues from closed opportunities are either credited to me exclusively or partially, depending if it was from a referral in the office. This is helpful for revenue reporting.
This is also critical for a sales person to look back on a year and see where his successful closed business came from. That is where he/she needs to focus their marketing and networking attention the following year.