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  1. Dynamic Workflow Due Dates

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    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Bob commented  · 

    Need the ability to link/set the next step due date from the previous steps completion date, not just the Target date. i.e. Next step due date is 7 days after completion of current completed step. Allows for a more fluid and dynamic workflow that is not tied to a fixed start date.

    Bob supported this idea  · 

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