Activity Templates in Redtail and Their Limitations In the realm of Customer Relationship Management (CRM) systems, efficiency and automation play pivotal roles in streamlining workflows. However, users of the Redtail CRM have often grappled with a notable limitation— the inability to trigger Activity Templates automatically. This void in functionality has been a notable pain point […]
Automation in Wealthbox is now made possible through GReminders events. Do you wish you could launch your Wealthbox workflows against specific meeting types? GReminders can now launch your workflow templates in Wealthbox depending on your event type criteria. Understanding Wealthbox Workflows Wealthbox workflows keep your team organized and processes streamlined but cannot launch automatically when […]
GReminders makes triggering Redtail Workflows easy. Typically, triggering workflows in Redtail consists of using Redtail’s built-in feature “Automations”; for some, building those out can be tricky. GReminders has the capability of launching one or more workflow templates in Redtail depending on your event type criteria WITHIN the GReminders platform. Read below to learn how! Understanding […]
