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1. Add Revenue to the Opportunities dashboard and reports

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   42 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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   Kurtis Nolan commented  ·  May 23, 2018  ·  Delete…

   This screen could function much better with some more detail. Instead of just having the amount listed, have the expected amount and then an actual amount. Also have the last note visible so that you can quickly scan and see what was last done and if any followup needs to happen. Lastly we should be able to add the account number so that it will tie to the account and update automatically.

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   Kurtis Nolan supported this idea  ·  May 23, 2018