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Michelle

← Customer Feedback for Redtail Technology

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5 results found

  1. test workflow

    11 votes
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    Reviewed  ·  0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Michelle supported this idea  · 

  2. 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

    14 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Michelle supported this idea  · 

  3. link account to WF like you can do it with activities

    5 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Michelle supported this idea  · 

  4. Workflow Reporting

    4 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  5. attach activity to workflow

    71 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Michelle supported this idea  ·