Jen

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Opportunities on RT Calendar

    69 votes
    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
    1 comment  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Jen supported this idea  · 

  3. Opportunity Report - need date range in the filter so I can see when opportunities were opened

    27 votes
    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Jen supported this idea  · 

  4. Connect Activities & Notes to an Opportunity

    66 votes
    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Jen supported this idea  · 

  5. Contact Record Opportunities

    66 votes
    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Jen supported this idea  · 

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