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

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   19 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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   Dean Burdette commented  ·  July 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.

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   Dean Burdette supported this idea  ·  July 19, 2016