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Haley Gandara

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  1. Add a 'Contact Category Change' Trigger Event for Automations

    194 votes
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    19 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Haley Gandara supported this idea  · 

  2. "Clone" Workflow Step

    42 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Haley Gandara commented  · 

    in workflow templates, there should be an option to duplicate a step. That would save a TON of time instead of manually typing everything out over and over again vs. just duplicating the step

    Haley Gandara supported this idea  · 

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