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1. Triggers

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

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

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

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   Brittany Cox commented  ·  Sep 11, 2017  ·  Delete…

   I would like to be able to use a trigger for Investment Objective Change for the use of sending out 30 day letters.

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