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Anna

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  1. Print Work Flow Template

    68 votes
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    5 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anna commented  · 

    It has been years! Is this still coming?! I know my workflows would be easier to make if I could see it like we do when we have breakout sessions at our conferences. The gentleman always has a nice workflow template flow chart and it makes things easier to see what each step/task is and the outcome. Thank you!

    Anna supported this idea  · 

  2. stephanie@abpartnersonline.com

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

  3. 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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    Anna supported this idea  · 

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