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  1. Workflow automation to create Activities

    316 votes
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    8 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous commented  · 

    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

    Anonymous supported this idea  · 

  2. Add a Count of Open Opportunities to the Contact Overview Stats Bar

    4 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Anonymous supported this idea  · 

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