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1. Activity Template Automation

   79 votes

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   4 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

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   Miller commented  ·  Jun 10, 2021  ·  Delete…

   Yes, automations need many more options to be useful!

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   Miller supported this idea  ·  Jun 10, 2021

2. Automation condition based on "activity Template"

   40 votes

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   3 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Miller commented  ·  Jun 2, 2021  ·  Delete…

   We need this!

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   Miller supported this idea  ·  Jun 2, 2021