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Sara

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Allow Tasks to be moved between workflow Steps

    599 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  2. Automation templates & recurring workflows

    533 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Sara supported this idea  · 

  3. Workflow Flow Chart

    346 votes
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    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Sara commented  · 

    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.

    Sara supported this idea  · 

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