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2 results found

  1. Outcome of one workflow feed into another workflow

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

    I would like you to add "add or change tax accountant (CPA) as a trigger event under automation templates.

    Anonymous supported this idea  · 

  2. I need additional Mail Merge Fields

    542 votes
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    80 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Anonymous supported this idea  · 

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