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Jessica Taylor

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3 results found

  1. 'Assigned to' Activity Column Viewing

    52 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jessica Taylor shared this idea  · 

  2. filter by occupation type

    8 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jessica Taylor shared this idea  · 

  3. Automation Workflow from Keyword

    65 votes
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    5 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jessica Taylor commented  · 

    This would be helpful when changing a prospect client to active and automatically creating a task to send annual letter and Christmas card (both keywords).

    Jessica Taylor supported this idea  · 

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