Anonymous

← Customer Feedback for Redtail Technology

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  1. Dynamic Workflow Due Dates

    379 votes
    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  2. Allow the option for automations to trigger on the scheduled date of activities rather than on the date of their creation

    83 votes
    6 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous commented  · 

    I would like to be able to create workflows that are based off a future activities scheduled date. Not the date the activity was created. We use workflows for many of our prospect and new client onboarding processes. Part of these processes are certain meetings and ideally the workflow would based on the date of that meeting not the date the meeting was created. An example of a workflow would be:

    Automation: New Prospect Client Added
    Start New Prospect Workflow
    1. Call New Prospect to Schedule appointment
    2. Send intro packet
    3. Confirm appointment
    4. Initial Meeting
    etc....

    Ideally the target date would be the date of the Introduction Meeting but as of right now there is no way to set that up since all workflows are based on a timeframe based off the workflow start date.The due dates should be dynamic and adaptable.

    Anonymous supported this idea  · 

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