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1. Opportunity Final Stage Modification

   105 votes

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

   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!

   Temp Davis shared this idea  ·  Jun 21, 2018

2. Add roles to the main page for a contact

   186 votes

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   12 comments  ·  Redtail CRM » Contact Record  ·  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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   Temp Davis commented  ·  Jun 21, 2018  ·  Delete…

   Yes please to help workflows ACTUALLY WORK better.

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   Temp Davis supported this idea  ·  Jun 21, 2018