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Anonymous

← Customer Feedback for Redtail Technology

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2 results found

  1. Allow Tasks to be moved between workflow Steps

    599 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous commented  · 

    This is a big deal!! Being able to move tasks from one step to another step would make workflows less cumbersome and more user friendly by saving a lot of time. There are too many occasions when we need to close out a step to move on to other tasks but 1 task in that step is hindering it.

  2. 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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    Anonymous supported this idea  · 

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