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Peg Reid

← Customer Feedback for Redtail Technology

My feedback

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  1. Allow Tasks to be moved between workflow Steps

    609 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Peg Reid supported this idea  · 

  2. Outcome of one workflow feed into another workflow

    511 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Peg Reid commented  · 

    Say at completion of enrollment workflow, spawn onboarding, census management and ongoing marketing workflows linked to this client.

    Peg Reid supported this idea  · 

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