Jason Grover

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  1. Automations: Make the Know your Client Review Date a Trigger Event

    775 votes
    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jason Grover commented  · 

    It would be very helpful if an activity was automatically created for client reviews so that we can track, follow up, make notes, postpone ect... Currently, we have to manually input the review after checking the know your client section.

    Jason Grover supported this idea  · 

  2. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jason Grover commented  · 

    Annual Review automation

    Jason Grover supported this idea  · 

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