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1. Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

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   22 comments  ·  Redtail CRM » Workflows  ·  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!

   Anonymous supported this idea  ·  Apr 20, 2019
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   Anonymous commented  ·  Apr 20, 2019  ·  Delete…

   Yes, but model workflows for the firm should be viewable by everyone.

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