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1. test workflow

   8 votes

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   Reviewed  ·  0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Jill Phillips shared this idea  ·  Apr 10, 2025

2. Print Workflow Templates

   10 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Jill Phillips supported this idea  ·  Apr 10, 2025

3. Outcome of one workflow feed into another workflow

   511 votes

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   21 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Jill Phillips supported this idea  ·  Apr 10, 2025

4. Allow Customization of "Things to do today" and other widgets on Homescreen

   53 votes

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   0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Jill Phillips supported this idea  ·  Apr 10, 2025

5. things to do today

   9 votes

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   Jill Phillips supported this idea  ·  Apr 10, 2025