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JClark

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46 results found

  1. Automation - Seminar Attendee Status Change Initiate Broadcast Email Template to Attendee

    34 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    JClark shared this idea  · 

  2. Automation for clients prior to significant age

    16 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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  3. Hold Time

    7 votes
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    2 comments  ·  Redtail CRM » Automations  ·  Admin →
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  4. From Workflow to Workflow

    81 votes
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    2 comments  ·  Redtail CRM » Automations  ·  Admin →
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  5. Multiple actions

    23 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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  6. Save an Email Template directly from Broadcast Email drafting window

    30 votes
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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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  7. Outcome of one workflow feed into another workflow

    494 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    JClark commented  · 

    Yes!! This would be so helpful to be able to have an outcome start another workflow!

  8. Workflow Flow Chart

    346 votes
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    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  9. Automation within a workflow based on outcome

    68 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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  10. Edit 'Outcomes' in Workflows tool

    151 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  11. Add a Merge Field for Seminar guests and contacts who brought guests

    12 votes
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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    JClark shared this idea  · 

  12. Ability to edit font in every redtail application i.e. templates, workflows, notes, tasks etc.

    59 votes
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    1 comment  ·  Redtail CRM » Templates  ·  Admin →
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    JClark supported this idea  · 

  13. ability to schedule a broadcast email

    52 votes
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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    JClark supported this idea  · 

  14. video

    19 votes
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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    JClark supported this idea  · 

  15. Broadcast Email Templates: Picture

    47 votes
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    1 comment  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    JClark supported this idea  · 

  16. Add scheduled send out for broadcast email

    126 votes
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    7 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    JClark supported this idea  · 

  17. Broadcast Email Logistics

    89 votes
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    5 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    JClark supported this idea  · 

  18. Read-receipt tracking for broadcast emails

    73 votes
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    2 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    JClark supported this idea  · 

  19. Ability to send broadcast email as the advisor

    100 votes
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    5 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    JClark supported this idea  · 

  20. Enable text editor to accept color in the body of an email

    75 votes
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    2 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    JClark supported this idea  · 
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