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Carrie Leontitsis

← Customer Feedback for Redtail Technology

My feedback

19 results found

  1. Make a workflow step's due date relative to previous step's completion

    95 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Carrie Leontitsis supported this idea  · 

  2. Target Dates Based on Previous Step

    31 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Carrie Leontitsis supported this idea  · 

  3. workflow filter

    26 votes
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    2 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Carrie Leontitsis supported this idea  · 

  4. Add documents to workflows!

    619 votes
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    32 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Carrie Leontitsis supported this idea  · 

  5. Generating the next step/task in a workflow.....

    40 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Carrie Leontitsis supported this idea  · 

  6. Add Workflow Task Notes

    36 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Carrie Leontitsis supported this idea  · 

  7. Workflow - Delete Steps after Workflow Launch

    23 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Carrie Leontitsis supported this idea  · 

  8. color code workflow

    28 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Carrie Leontitsis supported this idea  · 

  9. Workflow Template Filter Option

    32 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Carrie Leontitsis supported this idea  · 

  10. View past due Workflow activities / Roll forward past due Workflow Activities

    47 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Carrie Leontitsis supported this idea  · 

  11. Scrap Worflows and Start Over

    52 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Carrie Leontitsis supported this idea  · 

  12. Expand Automations to include trigger events around specific workflow or activity templates

    19 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Carrie Leontitsis supported this idea  · 

  13. Activity Completed Trigger

    283 votes
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    11 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Carrie Leontitsis commented  · 

    I know these are older suggestions, but is there any chance they're working on this one?

    Carrie Leontitsis supported this idea  · 

  14. Add automation trigger based on COMPLETION, allowing delayed activity assignment as action

    51 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Carrie Leontitsis supported this idea  · 

  15. Activity Template Automation

    97 votes
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    4 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Carrie Leontitsis supported this idea  · 

  16. Add Basic Contact Data (phone, email, DOB, SOC#) as a side column so that when we are in Workflows,we can see that data without clicking out

    11 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Carrie Leontitsis supported this idea  · 

  17. dark mode email history

    12 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Carrie Leontitsis supported this idea  · 

  18. Workflow automation to create Activities

    340 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Carrie Leontitsis supported this idea  · 

  19. Outcome of one workflow feed into another workflow

    511 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Carrie Leontitsis supported this idea  · 

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