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Peg Reid

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  1. 75 votes
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    10 comments  ·  Redtail CRM » Email  ·  Admin →
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    Peg Reid commented  · 

    would like to be able to clean up email history

    Peg Reid supported this idea  · 
  2. 596 votes
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    Peg Reid supported this idea  · 
  3. 497 votes
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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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