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Kelly

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  1. Workflow - Linked Accounts

    125 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kelly commented  · 

    Can we link an ACCOUNT to a workflow? We have some instances where the account needs work done.....

    Kelly supported this idea  · 

  2. Creating an Activity Should Send ONE Notification

    50 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Kelly supported this idea  · 

  3. Pin a note at the same time you create it

    54 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kelly supported this idea  · 

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