client review
Client Review Automation
It would be very helpful if we can add an automation to create an activity to schedule a meeting/call 2 weeks before a client review date. It would also be helpful to automatically create a workflow for follow up tasks
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The client review reminder is the reminder to schedule the review with the client. We have training resources and workflow templates available to help guide you through our recommended client review process.
https://support.redtailtechnology.com/s/article/Client-Reviews