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1. Expand automation options!!!!

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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!

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   Randi Martens-Goeppinger commented  ·  Dec 30, 2024  ·  Delete…

   Also need to add options to create activities for a contact when conditions are met (ie: Workflow completed)

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   Randi Martens-Goeppinger supported this idea  ·  Dec 30, 2024