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Tyler McCarthy

← Customer Feedback for Redtail Technology

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5 results found

  1. Automation - Trigger Event - Contact Category Change

    44 votes
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    4 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Tyler McCarthy commented  · 

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

  2. Allow the option for automations to trigger on the scheduled date of activities rather than on the date of their creation

    83 votes
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    6 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Tyler McCarthy supported this idea  · 

  3. Activity Template Automation

    97 votes
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    4 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Tyler McCarthy supported this idea  · 

  4. More Automation Triggers!

    147 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Tyler McCarthy supported this idea  · 

  5. Activity Completed Trigger

    283 votes
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    11 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Tyler McCarthy supported this idea  · 

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