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1. Add a 'Contact Category Change' Trigger Event for Automations

   199 votes

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   20 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Dan Suiter supported this idea  ·  Jul 26, 2018
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   Dan Suiter commented  ·  Jul 26, 2018  ·  Delete…

   Yes, yes, yes! Please!!!

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2. Add automation trigger based on COMPLETION, allowing delayed activity assignment as action

   45 votes

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   1 comment  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Dan Suiter supported this idea  ·  Jun 18, 2015