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1. Customer Support

   3 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Miguel Thorpe shared this idea  ·  Sep 4, 2024

2. Add Contact to Tag Group Automation

   3 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Miguel Thorpe shared this idea  ·  Aug 30, 2024

3. Expand automation options!!!!

   44 votes

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   3 comments  ·  Redtail CRM » Automations  ·  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!

   Miguel Thorpe supported this idea  ·  Aug 30, 2024

4. Automations: Change of Contact Status TO Create/Update Contact Tag Group

   45 votes

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   3 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!

   Miguel Thorpe supported this idea  ·  Aug 30, 2024

5. Calendly + Activity + Redtail Calendar + Workflow + Automations

   3 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Miguel Thorpe shared this idea  ·  Aug 29, 2024

6. Calendly Integration

   74 votes

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   2 comments  ·  Redtail CRM » Calendar  ·  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!

   Miguel Thorpe supported this idea  ·  Aug 29, 2024

7. Calendly Integration

   201 votes

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   11 comments  ·  Redtail CRM » Calendar  ·  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!

   Miguel Thorpe supported this idea  ·  Aug 29, 2024

8. Workflow Reports to include more detail such as complete workflows and outcome info.

   36 votes

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   1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

   Miguel Thorpe supported this idea  ·  Aug 29, 2024

9. Edit 'Outcomes' in Workflows tool

   157 votes

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   8 comments  ·  Redtail CRM » Workflows  ·  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!

   Miguel Thorpe supported this idea  ·  Aug 29, 2024

10. workflows

    17 votes

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    0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Miguel Thorpe supported this idea  ·  Aug 29, 2024

11. Combining Workflows

    3 votes

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    0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Miguel Thorpe shared this idea  ·  Aug 29, 2024

12. Linking Activities, Workflows, Notes, Documents, & Opportunities

    348 votes

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    14 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!

    Miguel Thorpe supported this idea  ·  Aug 29, 2024