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1. Automation templates & recurring workflows

   529 votes

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

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   Richard Williams supported this idea  ·  August 25, 2015

2. Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

   175 votes

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   22 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Richard Williams commented  ·  August 25, 2015  ·  Delete…

   It would be nice if we could set permissions so that workflows were private, and only the user that set them up would be able to see it.

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   Richard Williams supported this idea  ·  August 25, 2015