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Jeanne Simmons

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  1. Activity Completed Trigger

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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jeanne Simmons commented  · 

    It would be very beneficial for the advisor if we can add this Trigger item. Please consider/ reconsider adding a Completed Activity Trigger. Thank you!!

    Jeanne Simmons supported this idea  · 
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    Jeanne Simmons commented  · 

    Having a Trigger Event for Completed Activity would be very helpful. I hope you continue to consider adding this item.

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