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58 results found

  1. Opportunity Templates

    4 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  2. Opportunity Final Stage Modification

    105 votes
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    7 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  3. Automation templates & recurring workflows

    547 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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  4. Create an Activity from the Opportunity Tracker

    272 votes
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    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  5. workflow trigger opportunity

    7 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  6. Connect Activities & Notes to an Opportunity

    66 votes
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    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  7. Please Don't Make Next Task Dependent on Current Task Being Completed

    19 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Aspen commented  · 

    This would be such a useful feature!! We often have steps that run concurrently that can't be combined into one step because the target due dates are different. Our workaround is that we have a task to set all of the due dates for each individual task, which is a huge administrative burden. It would be amazing to have steps be able to be completed concurrently with different step due dates.

    Aspen supported this idea  · 

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

    53 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  9. Indicate task notes exist in a workflow

    11 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  10. workflow

    27 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  11. Add “After the previous step” button to “Step Due” category in a workflow

    6 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  12. Workflow steps that can be completed out of sequential order

    4 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  13. Workflow Step Due Date - Add date of creation

    12 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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  14. Work on Multiple Steps Simultaneously

    10 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  15. Open Workflow steps should be listed as an open Activity- One Place for all Open Items

    30 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  16. Combining Workflows

    6 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  17. Dynamic due dates for workflow steps

    15 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  18. We need a report that will allow us to report on all user activity. We use Redtail to track our internal processes, so I would like to be ab

    3 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  19. Email a document from the CRM Document Storage section

    53 votes
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    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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  20. Folders for use inside Documents

    72 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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