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Anonymous

← Customer Feedback for Redtail Technology

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2 results found

  1. Outcome of one workflow feed into another workflow

    500 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous commented  · 

    I was at RTU in Omaha and they taught us that we can launch a Task from a Note. We want to be able to launch a workflow from a note.

    Anonymous supported this idea  · 

  2. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    735 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous supported this idea  · 

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