Nancy Buck
My feedback
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85 votes
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56 votes
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Nancy Buck supported this idea · -
139 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Nancy Buck commentedThe whole idea of automation is to minimize manual intervention. If I have workflows that I always add to a new prospect record, and there is automation that triggers when I manually add a record, why wouldn't the bulk addition of new records trigger the automation, also?
Nancy Buck supported this idea ·
If I'm understanding you right, I believe that feature is already there. All you have to do is click on "un-complete" on the right hand side within the workflow.