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Brenna

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    313 votes
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    Reviewed  ·  13 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Brenna supported this idea  · 

  2. From Workflow to Workflow

    93 votes
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    2 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Brenna commented  · 

    Yes. For instance, when a workflow is completed, it automatically generates another workflow for next year. I tried automations but was told this is not possible.

  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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    Brenna supported this idea  · 

  4. workflow

    39 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Brenna supported this idea  · 

  5. Add time stamped notes inside the workflow

    46 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Brenna supported this idea  · 

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