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Nick Weber

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Allow customization of "Servicing Advisor" and "Writing Advisor" terms

    78 votes
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    Received  ·  8 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Nick Weber supported this idea  · 

  2. Outcome of one workflow feed into another workflow

    494 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Nick Weber commented  · 

    It would be helpful if a workflow step could trigger a checklist upon completing a step. I would like it if you could still go to the desired step but choosing that step upon completion triggers the desired checklist.

    Nick Weber supported this idea  · 

  3. Automation templates & recurring workflows

    529 votes
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    16 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Nick Weber supported this idea  · 

  4. Age Based Triggers

    842 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Nick Weber supported this idea  · 

  5. Allow the option for automations to trigger on the scheduled date of activities rather than on the date of their creation

    83 votes
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    6 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Nick Weber supported this idea  · 

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