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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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164 results found

  1. When and activity linked to a workflow via automation changes date

    When and activity linked to a workflow via automation changes date, the new date of the activity should be the new target date for the workflow. For example, if a client review gets rescheduled day-of for a week out and prep work is already completed, move workflow target date so day-of activities are on task list for updated review day.

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    0 comments  ·  Automations  ·  Admin →
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  2. automation email notifications

    When an email is sent to users/teams from an automation, it would be helpful to see which CRM name it is associated with in the email. We manage 15 CRMs and have to search for the contact name in each one.

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    0 comments  ·  Automations  ·  Admin →
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  3. import contacts automation template

    Automation templates that are triggered by "Contact Added" only work when the contact is added manually. When contacts are imported via spreadsheet, it should also be able to trigger the automation.

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    0 comments  ·  Automations  ·  Admin →
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  4. We are moving from Intulse to Brytecall and would like to have the click to call feature with Redtail using Brytecall

    Please add Brytecall to the list of VOIP providers that works with Redtail integrations. Thank you!

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    0 comments  ·  Automations  ·  Admin →
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