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Tyler Klyn

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  1. Workflow Complete Triggers Additional Workflow

    282 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Tyler Klyn supported this idea  · 
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    Tyler Klyn commented  · 

    This would be a huge time saver and is a logical need -- having one step completed triggering the next step vs having to set a date for each step at the beginning is a great fit and would be highly utilized!

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    Tyler Klyn commented  · 

    I would also add that it should be able to trigger the next step within workflows. As it sits is inneficient and causes many changes to have to happen to dates and timing -- one step triggers the next step should be a logical element of a workflow!

  2. Servicing Advisor = Advisor Role

    79 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Tyler Klyn supported this idea  · 

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