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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  ·  Nov 19, 2019
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   Anonymous commented  ·  Nov 19, 2019  ·  Delete…

   Is there a way to add permissions to workflows so that only certain users or teams have access and are able to see and edit them?

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