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Hayden

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  1. Create an Activity from the Opportunity Tracker

    262 votes
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    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Hayden commented  · 

    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!

    Hayden supported this idea  · 

  2. Opportunities on RT Calendar

    66 votes
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    5 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Hayden commented  · 

    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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