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Anonymous

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. Create a Bulk Action that allows Assigned Tasks in a Workflow to be reassigned to a User or Team.

    45 votes
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    1 comment  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Anonymous commented  · 

    This function would save me so so much time when I am delegating work to other team members.

  2. Pin a note at the same time you create it

    54 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

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