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1. I would love hidden workflow templates

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   RebekahShetler shared this idea  ·  Feb 19, 2025

2. Add Hidden Workflow Templates

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   RebekahShetler shared this idea  ·  Feb 19, 2025

3. Connect "Know your client" > professional current > employements and the basic info on contacts home screen

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   RebekahShetler shared this idea  ·  Feb 3, 2025