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37 results found

  1. Opportunity Final Stage Modification

    105 votes
    7 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Aspen supported this idea  · 

  2. Automation templates & recurring workflows

    536 votes
    17 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Aspen supported this idea  · 

  3. Create an Activity from the Opportunity Tracker

    272 votes
    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Aspen supported this idea  · 

  4. workflow trigger opportunity

    7 votes
    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Aspen supported this idea  · 

  5. Connect Activities & Notes to an Opportunity

    66 votes
    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Aspen supported this idea  · 

  6. Please Don't Make Next Task Dependent on Current Task Being Completed

    19 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Aspen supported this idea  · 

  7. Multiple linked contacts in workflows - Display their names, not "2"

    49 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Aspen supported this idea  · 

  8. Indicate task notes exist in a workflow

    11 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Aspen supported this idea  · 

  9. workflow

    27 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Aspen supported this idea  · 

  10. Add “After the previous step” button to “Step Due” category in a workflow

    6 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Aspen supported this idea  · 

  11. Workflow steps that can be completed out of sequential order

    4 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Aspen supported this idea  · 

  12. Suggested Feature for Workflows

    10 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Aspen supported this idea  · 

  13. Workflow Step Due Date - Add date of creation

    9 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Aspen supported this idea  · 

  14. Work on Multiple Steps Simultaneously

    10 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Aspen supported this idea  · 

  15. Open Workflow steps should be listed as an open Activity- One Place for all Open Items

    30 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Aspen supported this idea  · 

  16. Combining Workflows

    6 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Aspen supported this idea  · 

  17. Dynamic due dates for workflow steps

    9 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Aspen supported this idea  · 

  18. Email a document from the CRM Document Storage section

    50 votes
    1 comment  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    Aspen supported this idea  · 

  19. Folders for use inside Documents

    66 votes
    0 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    Aspen supported this idea  · 

  20. Change category type of multiple documents at once

    25 votes
    1 comment  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    Aspen supported this idea  · 
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