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6 results found

1. Expand automation options!!!!

   44 votes

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

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

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

   Matt Sumrall supported this idea  ·  Aug 12, 2022

2. workflow automation

   83 votes

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   3 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!

   Matt Sumrall supported this idea  ·  Aug 12, 2022

3. Automation Workflow from Keyword

   71 votes

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   6 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!

   Matt Sumrall supported this idea  ·  Aug 12, 2022

4. Activity Template Automation

   79 votes

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

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

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

   Matt Sumrall supported this idea  ·  Aug 12, 2022

5. checklist

   117 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Matt Sumrall supported this idea  ·  Aug 12, 2022

6. automation

   7 votes

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   0 comments  ·  Redtail CRM » Templates  ·  Delete…  ·  Admin →
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   Matt Sumrall shared this idea  ·  Aug 12, 2022