RebekahShetler

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. I would love hidden workflow templates

    4 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    RebekahShetler shared this idea  · 

  2. Add Hidden Workflow Templates

    2 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    RebekahShetler shared this idea  · 

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

    3 votes
    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    RebekahShetler shared this idea  · 

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