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1. Activity Completed Trigger

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   10 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Jeanne Simmons commented  ·  Sep 2, 2021  ·  Delete…

   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!!

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   Jeanne Simmons supported this idea  ·  Sep 2, 2021
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   Jeanne Simmons commented  ·  Sep 2, 2021  ·  Delete…

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

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