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Jesse Snow

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My feedback

3 results found

  1. Move workflow tasks within a workflow template from one step to another

    24 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jesse Snow supported this idea  · 

  2. e need to be able to clone a task and we also need to be able to drag tasks to different steps please (workflow template construction)

    1 vote
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jesse Snow shared this idea  · 

  3. UDF report by Advisor

    1 vote
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Jesse Snow shared this idea  · 

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