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3 results found

1. Allow Tasks to be moved between workflow Steps

   603 votes

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   40 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!

2. Automation templates & recurring workflows

   536 votes

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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!

   Sara supported this idea  ·  Aug 26, 2015

3. Workflow Flow Chart

   349 votes

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   28 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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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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   Sara commented  ·  Aug 26, 2015  ·  Delete…

   We used the workflow funnel report often before we switched to Tailwag. We were disappointed when we saw that there wasn't an equivalent report in Tailwag.

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   Sara supported this idea  ·  Aug 26, 2015