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Cher Brown

← Customer Feedback for Redtail Technology

My feedback

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  1. When creating new activity, give users the option to make the "more details page" the default.

    785 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Cher Brown supported this idea  · 

  2. Create an Activity from the Opportunity Tracker

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

    Unless I am not understanding correctly, an opportunity is a piece of new business you are working on right? Shouldn't you be able to link any activities or follow up to that opportunity? We only add opportunities as accounts when they are actually written and currently that is the only linking option when adding activities.

    Cher Brown supported this idea  · 

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