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1. Add Opportunities as an Automation Trigger Event

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   1 comment  ·  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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   Tiffany Hernandez commented  ·  Jun 1, 2020  ·  Delete…

   It would be advantageous to initiate a workflow once an opportunity's status has changed to closed won

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