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  1. Make adding a step to a workflow easier

    18 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Ver commented  · 

    As our company grows and our processes change we need the ability to add steps to the workflow template. As the workflow builder for our team , it would be logical and much easier to follow the flow if i could insert the step where it fits.
    Thank you!

    Ver supported this idea  · 

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