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Jacob Rich

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. Remove Team Members from Speak Conversations

    3 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Jacob Rich shared this idea  · 

  2. Workflow automation to create Activities

    343 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jacob Rich supported this idea  · 

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

    361 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jacob Rich supported this idea  · 

  4. Dynamic Workflow Due Dates

    420 votes
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    21 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jacob Rich supported this idea  · 

  5. Outcome of one workflow feed into another workflow

    511 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jacob Rich supported this idea  · 

  6. Automation templates & recurring workflows

    550 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jacob Rich supported this idea  · 

  7. Allow Tasks to be moved between workflow Steps

    609 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jacob Rich supported this idea  · 

  8. Activity order should not shuffle on the activities tab

    41 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jacob Rich supported this idea  · 

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