Do you have a formal system in place for tracking and managing what’s in your Sales pipeline? Are you looking for a place in Redtail that helps keep track of revenue and potential revenue? With the new and improved Opportunity tool in Redtail CRM, you're able to track opportunities won and lost, attach opportunity-specific notes and documents, and much more.
Watch this recorded session to learn all about the improved Opportunities tool, it's applications, and your overall sales pipeline in the newest version of Redtail: Project Tailwag!
Click the link below for more information on each of the features covered in the video:
01:26 - Manage Database Lists
02:52 - Opportunity Tracker
05:30 - Quick Add
11:16 - Opportunity Timelines
19:18 - Opportunity Permissions
22:03 - Recently Viewed Contacts
22:22 - Contact Overview
22:49 - Contact Overview - Opportunities
24:19 - Opportunities By Stage Report
Does something in the video look different than your screen? Redtail's Development team is continually releasing updates to the Tailwag CRM. See this post for the most up to date descriptions of new features and recent issue fixes. For recorded videos that overview CRM system updates, click here.