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Kevin Roberts

← Customer Feedback for Redtail Technology

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3 results found

  1. Age Based Triggers

    861 votes
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    26 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Kevin Roberts supported this idea  · 

  2. Automations: Change of Contact Status TO Create/Update Contact Tag Group

    45 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Kevin Roberts supported this idea  · 

  3. Automations: Make the Know your Client Review Date a Trigger Event

    774 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kevin Roberts commented  · 

    This suggestion would be so helpful in saving enormous amount of time administering semi-annual reviews for clients. Highly suggested improvement.

    Kevin Roberts supported this idea  · 

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