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Derieck Hodges

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  1. Is it possible the have the team notify option saved in the activity. Currently we have to remember to notify teams and individuals each tim

    38 votes
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    6 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Derieck Hodges supported this idea  · 

  2. Add a 'Contact Category Change' Trigger Event for Automations

    194 votes
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    19 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Derieck Hodges commented  · 

    1. Add the ability to generate an automation template for Contact Category changes.

    2. Generate activities, not just emails and workflows, from an automation template.

    Derieck Hodges supported this idea  · 

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