Skip to content

Graig

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. workflow automation

    82 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    3 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Graig commented  · 

    I hate this suggestion box idea, FWIW.

    Automations seem very powerful, but they're like a car the speed of which is limited to 40 MPH. There are so many other useful things that could trigger an automation in addition to the handful that are listed (and how did something so specific as Orion get added?) Why not, allow automations based on a keyword being assigned, for example?

  2. automation trigger for advisor change

    95 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    5 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Graig supported this idea  · 
    An error occurred while saving the comment
    Graig commented  · 

    Or for a host of other changes. This could be a powerful tool, but the triggering actions are very limited.

Feedback and Knowledge Base

(thinking…)