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1. Open Workflow steps should be listed as an open Activity- One Place for all Open Items

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Kabryn Sturdee supported this idea  ·  Feb 11, 2025

2. Update workflow automation to treat a modified activity type as a newly created activity

   35 votes

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   1 comment  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Kabryn Sturdee supported this idea  ·  Feb 11, 2025

3. Workflow Automation

   3 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Kabryn Sturdee shared this idea  ·  Feb 11, 2025