Skip to content

How can we improve Redtail Technology's CRM?

← Redtail CRM

Automation - Trigger Event - Contact Category Change

Plus 1 to having category as a trigger event. Thank you

44 votes
Vote

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
You have left! (?) (thinking…)
Anonymous shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Tina Spradlin commented  ·   ·  Report

    This would be very helpful with Marketing

  • Yvette commented  ·   ·  Report

    Yes, please add a change in Contact Category to be a trigger event.

  • Tyler McCarthy commented  ·   ·  Report

    This needs to be an option so that our marketing department is made aware.

Redtail CRM: Automations

Categories

Feedback and Knowledge Base

(thinking…)