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1. Automation templates & recurring workflows

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   17 comments  ·  Redtail CRM » Automations  ·  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!

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   Rachel commented  ·  May 11, 2018  ·  Delete…

   Yes! This would be extremely helpful for our efficiency. For example, we would like to be able to automate a workflow to start at every month end

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   Rachel supported this idea  ·  May 11, 2018