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1. Create an Activity from the Opportunity Tracker

   272 votes

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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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   Hayden commented  ·  Nov 15, 2018  ·  Delete…

   It would be amazing if it were possible to create an event from the new opportunity tab. For example, if the next stage for an opportunity is to follow up with a client on a specific date, we should be able to simultaneously create a new calendar event for that purpose. Thanks!

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   Hayden supported this idea  ·  Nov 15, 2018

2. Opportunities on RT Calendar

   69 votes

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   5 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!

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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!

   An error occurred while saving the comment
   Hayden commented  ·  Nov 15, 2018  ·  Delete…

   It would be amazing if it were possible to create an event from the new opportunity tab. For example, if the next stage for an opportunity is to follow up with a client on a specific date, we should be able to simultaneously create a new calendar event for that purpose. Thanks!

   Save Submitting...