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1. Set up an automation so that that a message is automatically sent to clients on their birthday and on their anniversary

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   7 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!

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   Eli Dollinger commented  ·  April 05, 2016  ·  Delete…

   I would like to set up messages that are automatically sent upon clients' significant life events.

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   Eli Dollinger supported this idea  ·  April 05, 2016