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1. Add Revenue to the Opportunities dashboard and reports

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   42 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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   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.

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   Jeremy Presley supported this idea  ·  May 21, 2019