Adding an automation for multiple people responsible for a workflow. i.e advisor notes vs admin adding to CRM
In our on boarding workflow both the Advisor and the admin team have different responsibilities that follow one another. One must be done before you can proceed to the next step, but we get held up when the Advisor doesn't do their part,eg. client notes, personal card, etc. If an alert or email was automated to be sent to the next person responsible, we wouldn't have to call them out or keep asking them to do it.
7
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Beth Ritter
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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!