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Redtail CRM

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44 results found

  1. Enable Link Preview Feature

    Clients are much more likely to click on a link to an article or video, if broadcast emails automatically show a preview to the link instead of just the URL. The best example being when you sent a link with an apple product in iMessage. Let's make it happen!

    4 votes
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  2. Email mail merge fields

    Add "Email" field from contact record as Email merge field. In general a request to make the email template merge options as robust as the traditional snail mail mail merges.

    3 votes
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  3. Choose from a list a emails to send from when broadcasting.

    I'd like the ability to choose from a dropdown menu of my emails and select which one I want to use to send the email from. Because we have multiple companies with unique compliance requirements, I need to keep the emails separate and I want to always source from Redtail to keep my emails archived in the notes.

    1 vote
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    0 comments  ·  Broadcast Email  ·  Admin →
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  4. Prospect Name Confirmation On Broadcast Emails

    When confirmations are sent to my email that an email went through it does not specify which prospect it is referring to. Is there a way for the prospect's name to be included in the email or subject line?

    1 vote
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    0 comments  ·  Broadcast Email  ·  Admin →
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