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Leslie

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3 results found

  1. Add roles to the main page for a contact

    183 votes
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    12 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Leslie supported this idea  · 

  2. Change "Servicing Advisor" and "Writing Advisor" fields under contact details.

    34 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Leslie supported this idea  · 

  3. Automation that would Trigger Roles being Populated upon Adding Servicing Advisor

    82 votes
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    8 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Leslie commented  · 

    Please make possible!

    Leslie shared this idea  · 

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