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Karen Messinger

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  1. Improve on the Workflow interface when creating/editing a workflow

    7 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Karen Messinger commented  · 

    You can do that. Unless I'm missunderstanding what you're looking for.
    You can click on the task name, which lets you update it or edit it. You can also just hover over it to see the details.
    Sorry if I'm missunderstaning and this suggestion is not helpful.

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