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Matt

← Customer Feedback for Redtail Technology

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3 results found

  1. Create an Activity from the Opportunity Tracker

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

    It would be helpful if we could assign activities (like workflows) and tie them directly to opportunities.

    Matt supported this idea  · 

  2. Connect Activities & Notes to an Opportunity

    63 votes
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    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  3. Contact Record Opportunities

    63 votes
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    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Matt shared this idea  · 

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