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1. Bulk Complete Workflow

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   5 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

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   Mel commented  ·  Oct 12, 2018  ·  Delete…

   This would be SUPER handy! Especially when you have 791 steps for multiple clients that you bulk complete in 1 day.

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   Mel supported this idea  ·  Oct 12, 2018