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Yvette

← Customer Feedback for Redtail Technology

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2 results found

  1. Dynamic Workflow Due Dates

    364 votes
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    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Yvette commented  · 

    This needs to be optional because some of our workflows have to be tasked by date, whether or not previous steps were done.

    Yvette supported this idea  · 

  2. Automation templates & recurring workflows

    529 votes
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    16 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Yvette supported this idea  · 

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