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1. Add CSA as a field option for automations

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Pavin White shared this idea  ·  Apr 1, 2024

2. Auto-Assign CSA Role Based on Advisor

   38 votes

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   1 comment  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   Pavin White supported this idea  ·  Apr 1, 2024

3. Exclude Attendee Import in Suite Sync

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Pavin White shared this idea  ·  Mar 1, 2024