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1. Automation templates & recurring workflows

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   17 comments  ·  Redtail CRM » Automations  ·  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!

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   Carrie Eacker commented  ·  Oct 14, 2019  ·  Delete…

   I need billing workflow to be able to run monthly, every month. Do I have to go in and add a workflow for EVERY month of the year?

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