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Elyse Wholey

← Customer Feedback for Redtail Technology

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3 results found

  1. View Outcomes after a step has been completed

    95 votes
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    6 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Elyse Wholey commented  · 

    This tool would also be very helpful for management purposes so that one person can check another's work.

    Elyse Wholey supported this idea  · 

  2. Workflow Reports to include more detail such as complete workflows and outcome info.

    33 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Elyse Wholey supported this idea  · 

  3. Edit 'Outcomes' in Workflows tool

    151 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Elyse Wholey supported this idea  · 

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