Skip to content

Colin Murray

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. Opportunity Categories

    64 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    4 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Colin Murray supported this idea  · 
    An error occurred while saving the comment
    Colin Murray commented  · 

    I use Opportunities to track closed business. I need a field for the product sold or service provided.

  2. We would like to be able to customize the columns on opportunity reports (add/delete)

    32 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    4 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Colin Murray commented  · 

    I think this is VERY important. I need to bbe able to customize opportunities. Specifically, I would want every opportunity to have a "referred by" section - not just the contact itself. Also, I would like each opportunity to have a revenue split section (i.e. 80%/20%).

    Colin Murray supported this idea  · 

Feedback and Knowledge Base

(thinking…)