Automation triggered when contact's employer information is updated
We would like to create a workflow when an investment client's employer information is updated (401k rollover opportunity). We will now need to manually trigger the workflow if and when we remember. It would be nice to have a way to automate this. Thanks!
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!