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Lauren Ledger

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  1. Automations: Make the Know your Client Review Date a Trigger Event

    790 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Lauren Ledger supported this idea  · 

  2. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Lauren Ledger commented  · 

    Please consider adding a "last review date" field. This would be a really essential feature for my company and would allow us to use the system much more often.

    Lauren Ledger supported this idea  · 

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