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1. Client review dates should NOT auto change

   41 votes

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   3 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Jesse commented  ·  Jul 13, 2023  ·  Delete…

   It would be GREAT if the client review reminder was a triggering event for a automation that created an activity for the client.

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   Jesse supported this idea  ·  Jul 13, 2023

2. Jesse

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   0 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Jesse shared this idea  ·  Jul 13, 2023