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1. Automation/Workflow and Client Contact

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   2 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

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   Anonymous commented  ·  October 19, 2017  ·  Delete…

   When clicking New Workflow, and selecting a template, this is where we should be able to link to a contact. Why add the extra steps?

   Also, there should be a away to assign a workflow to multiple contacts, yet have the workflows work independently

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   Anonymous supported this idea  ·  October 19, 2017