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1. DST Vision Integration

   110 votes

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   6 comments  ·  Redtail CRM » Integrations  ·  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!

   Molly O'Connell supported this idea  ·  Sep 28, 2020

2. Outcome of one workflow feed into another workflow

   500 votes

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   21 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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   Molly O'Connell commented  ·  Jan 27, 2020  ·  Delete…

   Adding the ability to trigger tasks to certain individuals off completed workflow steps.

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   Molly O'Connell supported this idea  ·  Jan 27, 2020