My feedback

1 result found

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

   199 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   20 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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!

   An error occurred while saving the comment
   Dean Burdette commented  ·  Jul 19, 2016  ·  Delete…

   We even have sales phases as well as client rankings and would like automations help link contacts into appropriate workflows. It is currently being manually done and this automation would help ensure that no one fell through the cracks.

   Save Submitting...
   Dean Burdette supported this idea  ·  Jul 19, 2016