Anonymous

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. I need additional Mail Merge Fields

    545 votes
    81 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Anonymous supported this idea  · 

  2. Outcome of one workflow feed into another workflow

    500 votes
    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous commented  · 

    ex. workflow schedule meeting could have an outcome of review meeting scheduled which can trigger new workflow called review meeting prep

    Anonymous supported this idea  · 

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