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1. Automation templates & recurring workflows

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   17 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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   Trang commented  ·  Sep 21, 2016  ·  Delete…

   Workflow Alerts-until the task has been completed, the alert should be sent as a pop-up or reminder to complete the task

   Workflow Repeat - for events that are on-going

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   Trang supported this idea  ·  Sep 21, 2016