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mahesh odhrani

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Automation templates & recurring workflows

    529 votes
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    16 comments  ·  Redtail CRM » Automations  ·  Admin →
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    mahesh odhrani supported this idea  · 

  2. Allow Tasks to be moved between workflow Steps

    593 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    mahesh odhrani supported this idea  · 

  3. Automations: Make the Know your Client Review Date a Trigger Event

    756 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    mahesh odhrani supported this idea  · 

  4. More Automation Triggers!

    128 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    mahesh odhrani supported this idea  · 

  5. There should be more features in the Redtail email template such as fonts and colors as in outlook,

    27 votes
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    1 comment  ·  Redtail CRM » Email  ·  Admin →
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    mahesh odhrani supported this idea  · 

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