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5 results found

1. Work on Multiple Steps Simultaneously

   7 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Ciara shared this idea  ·  May 17, 2024

2. Outcome of one workflow feed into another workflow

   500 votes

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   21 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

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

   Ciara supported this idea  ·  May 17, 2024

3. Generating the next step/task in a workflow.....

   37 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!

   Ciara supported this idea  ·  May 17, 2024

4. FMG Suite (Segregate FMG Email Sent Notifications)

   12 votes

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   3 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Ciara supported this idea  ·  Apr 9, 2024

5. fmg suite email

   14 votes

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   0 comments  ·  Redtail CRM » Email  ·  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!

   Ciara supported this idea  ·  Apr 9, 2024