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Lindsey

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. notifications within opportunities

    52 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Lindsey supported this idea  · 

  2. Send Opportunities Notifications

    61 votes
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    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  3. Client Account Security - Verbal Passcode

    3 votes
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    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  4. Activity Template Automation

    97 votes
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    4 comments  ·  Redtail CRM » Automations  ·  Admin →
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  5. Add a notification for PAST DUE tasks, workflows, etc.

    45 votes
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    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Lindsey supported this idea  · 

  6. Allow Default Setting for Past Due Activities/Workflow Items

    39 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Lindsey supported this idea  · 

  7. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    313 votes
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    Reviewed  ·  13 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Lindsey supported this idea  · 

  8. Notify teammates of past due workflow

    16 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Lindsey shared this idea  · 

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