My feedback

1 result found

1. Add Revenue to the Opportunities dashboard and reports

   379 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…)
   42 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
   Jeremy Presley commented  ·  May 21, 2019  ·  Delete…

   Add the ability to customize which columns are needed/wanted in an opportunity report through PDF. I am aware I can export the spreadsheet and it will have all the fields. I already have a spreadsheet so this kinda defeats the purpose. If not, maybe replace probability with projected revenue and/or actual revenue. I believe this would be more suitable for any financial guys looking for commission numbers without having to export data.

   Save Submitting...
   Jeremy Presley supported this idea  ·  May 21, 2019