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

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   20 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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   Derieck Hodges commented  ·  May 27, 2016  ·  Delete…

   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.

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   Derieck Hodges supported this idea  ·  May 27, 2016