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1. Option to automatically rollover activity

   1,232 votes

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   49 comments  ·  Redtail CRM » Activities  ·  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!

   Braden Dauterman supported this idea  ·  Jun 27, 2024

2. Allow for workflows to have a Step Due option of "Day Created"

   3 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Braden Dauterman shared this idea  ·  Jun 27, 2024