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1. Workflow title in task description window

   3 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Katie Kelley shared this idea  ·  Mar 21, 2024

2. link workflow task to activity

   43 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  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!

   Katie Kelley supported this idea  ·  Mar 6, 2024

3. Bulk Complete Workflow

   57 votes

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   5 comments  ·  Redtail CRM » Workflows  ·  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!

   Katie Kelley supported this idea  ·  Mar 6, 2024

4. mark workflow tasks urgent

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Katie Kelley shared this idea  ·  Mar 6, 2024