Referral as a Trigger Event
Please consider adding "Name entered in Referral field" as a Trigger event for Automation Templates.
![](https://secure.gravatar.com/avatar/cbf50479340f7051d35cb147aeb946ee?size=40&default=https%3A%2F%2Fassets.uvcdn.com%2Fpkg%2Fadmin%2Ficons%2Fuser_70-6bcf9e08938533adb9bac95c3e487cb2a6d4a32f890ca6fdc82e3072e0ea0368.png)
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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Hannah,
Thanks for the idea! I've moved it to the CRM section of UserVoice!
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Hannah commented
How did this end up in Redtail Email?!? Sorry, this should be posted in the general Redtail CRM suggestion area.
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Hannah commented
It would be nice that the system recognizes we've added in a referral for a new client and notifies us that we need to send a thank you to one of our current clients (who gave us the referral) . Having a "send thank you" reminder on the dashboard would be nice.