My feedback

1 result found

1. Workflow automation to create Activities

   325 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   10 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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!

   An error occurred while saving the comment
   Anonymous commented  ·  Oct 8, 2020  ·  Delete…

   Automation for Activities/Tasks from WorkFlows is highly important and one would consider the entire point of a CRM. Redtail's job is to reduce redundancy in our line of work. If Redtail can't seem to get it together then I'll look at other options like SalesForce

   Save Submitting...
   Anonymous supported this idea  ·  Oct 8, 2020