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1. Add documents to workflows!

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   6 comments  ·  Redtail CRM » Workflows  ·  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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   C Lafee commented  ·  Jun 1, 2020  ·  Delete…

   We have just started using the workflows but are not able to attach spreadsheets like we can in activities. We need the spreadsheets as part of our compliance process and also to share with those on the workflow.

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