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Anonymous

← Customer Feedback for Redtail Technology

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6 results found

  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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    Anonymous supported this idea  · 

  2. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  3. Outcome of one workflow feed into another workflow

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

    Make it possible to have the completion of one workflow start another workflow. Case in point, an annual review meeting has the same 'follow up' criteria as an initial client meeting. It would be nice to have the ability to make the 'follow up' procedures be its own workflow that both the annual review and initial client meeting create as an automation feature when they are finished.

  4. Activity Completed Trigger

    283 votes
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    11 comments  ·  Redtail CRM » Automations  ·  Admin →
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  5. Automation templates & recurring workflows

    547 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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  6. Age Based Triggers

    886 votes
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    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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