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Stephen Mincone

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My feedback

4 results found

  1. Broadcast Email Template Automation

    27 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Stephen Mincone commented  · 

    Automated email going out to clients for their "next review" should be standard by now!!

    Stephen Mincone supported this idea  · 

  2. Automate Client Appointment Emails

    3 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Stephen Mincone shared this idea  · 

  3. Automatically Create and Email Reports to User in Recurring Schedule

    71 votes
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    12 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Stephen Mincone supported this idea  · 

  4. Automated Scheduling in Redtail

    20 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Stephen Mincone supported this idea  · 

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