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1. Collapse Workflow Steps

   32 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  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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   Crissy Crites commented  ·  Oct 6, 2021  ·  Delete…

   Add a button to collapse ALL workflow steps and tasks at one time, making it easier to manage revising workflows with multiple steps.

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   Crissy Crites supported this idea  ·  Oct 6, 2021

2. Add Opportunities as an Automation Trigger Event

   29 votes

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   1 comment  ·  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!

   Crissy Crites shared this idea  ·  Sep 30, 2019

3. Send Opportunities Notifications

   58 votes

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   2 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

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

   Crissy Crites supported this idea  ·  Sep 30, 2019