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Jen

← Customer Feedback for Redtail Technology

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5 results found

  1. Opportunities on RT Calendar

    66 votes
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    5 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Jen supported this idea  · 
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    Jen commented  · 

    After adding a potential target date for an opportunity, it should flow into the calendar of whomever it is assigned to.

  2. Notify users that an opportunity has been added

    58 votes
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    1 comment  ·  Redtail CRM » Opportunities  ·  Admin →
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  3. Opportunity Report - need date range in the filter so I can see when opportunities were opened

    27 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  4. Connect Activities & Notes to an Opportunity

    63 votes
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    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Jen supported this idea  · 

  5. Contact Record Opportunities

    63 votes
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    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Jen supported this idea  · 

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