John Opet

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2 results found

  1. Workflow Flow Chart

    349 votes
    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    John Opet supported this idea  · 

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

    775 votes
    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    John Opet commented  · 

    Create a workflow trigger that automatically create a workflow based on the Next Client Review Meeting. This will allow individuals to set their annual review meeting reminder and the program will kick start the workflow and take the thinking out of searching for who has not been seen in a while. This will improve systems as well as speed up the schedule review meeting process.

    John Opet supported this idea  · 

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