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1. Create an Activity from the Opportunity Tracker

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   25 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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   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?

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   Dale Ringerwole supported this idea  ·  Jul 20, 2018