Shane Reed

← Customer Feedback for Redtail Technology

My feedback

18 results found

  1. Automation templates & recurring workflows

    536 votes
    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Shane Reed supported this idea  · 

  2. Add automation trigger based on COMPLETION, allowing delayed activity assignment as action

    45 votes
    1 comment  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Shane Reed supported this idea  · 

  3. Triggers

    251 votes
    12 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Shane Reed supported this idea  · 

  4. Activity Completed Trigger

    276 votes
    10 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Shane Reed supported this idea  · 

  5. default values for every field

    104 votes
    12 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Shane Reed supported this idea  · 

  6. Allow the option for automations to trigger on the scheduled date of activities rather than on the date of their creation

    83 votes
    6 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Shane Reed supported this idea  · 

  7. Trigger for more fields for Automation Templates

    36 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Shane Reed supported this idea  · 

  8. Outcome of one workflow feed into another workflow

    503 votes
    21 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Shane Reed supported this idea  · 

  9. More Automation Triggers!

    140 votes
    3 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Shane Reed supported this idea  · 

  10. Workflow automation to create Activities

    328 votes
    10 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Shane Reed supported this idea  · 

  11. Workflow Complete Triggers Additional Workflow

    273 votes
    8 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Shane Reed supported this idea  · 

  12. From Workflow to Workflow

    90 votes
    2 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Shane Reed supported this idea  · 

  13. Add "Create Activity from Template" to automation actions

    25 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Shane Reed supported this idea  · 

  14. automated task creation

    10 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Shane Reed supported this idea  · 

  15. Expand Automations to include trigger events around specific workflow or activity templates

    13 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Shane Reed supported this idea  · 

  16. When one activity is added it can trigger another activity to be created

    20 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Shane Reed supported this idea  · 

  17. Automation condition based on "activity Template"

    40 votes
    3 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Shane Reed supported this idea  · 

  18. Update workflow automation to treat a modified activity type as a newly created activity

    35 votes
    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Shane Reed shared this idea  · 

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