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Wendi Hall

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5 results found

  1. Automation templates & recurring workflows

    525 votes
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    16 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Wendi Hall commented  · 

    With many firms working in both wealth management and accounting/tax, this feature is critical to allow these firms to use ONE task/CRM system to monitor and track projects and tasks.

    Wendi Hall supported this idea  · 

  2. Workflow task triggers

    15 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Wendi Hall supported this idea  · 

  3. Organize task list

    66 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Wendi Hall supported this idea  · 

  4. Allow Tasks to be moved between workflow Steps

    590 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Wendi Hall supported this idea  · 

  5. Need ability to reorder tasks in a Workflow

    12 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Wendi Hall supported this idea  · 

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