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1. Automation that would Trigger Roles being Populated upon Adding Servicing Advisor

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   8 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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   Adrian Anderson commented  ·  Mar 12, 2018  ·  Delete…

   Allow Users to assign Roles via automation

   New Contact Added>Assign Role>User or Team IF Contact Category = Prospect, Personal Client etc...

   Please!

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   Adrian Anderson supported this idea  ·  Mar 12, 2018