My feedback

1 result found

1. Create an Activity from the Opportunity Tracker

   262 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…)
   25 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
   Dale Ringerwole commented  ·  Jul 20, 2018  ·  Delete…

   When I create an Opportunity I can link it to a Workflow. Please allow us to link it to an Activity. Many times it is simpler to keep track of items this way. After all, if we can link one, why not the other?

   Save Submitting...
   Dale Ringerwole supported this idea  ·  Jul 20, 2018