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Amanda Rennie

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  1. Workflow owner issue on new workflow templates

    1 vote
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Amanda Rennie shared this idea  · 

  2. Workflow Overview With All Staff: Workflow User On Step Rather Than Workflow Owner

    3 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Amanda Rennie commented  · 

    If you run a workflow task report, this will tell you which tasks are outstanding, and who owns each task. This is what we do at our weekly workflow meetings. Its works great! Good luck!

  3. recurring tasks

    12 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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