Redtail has partnered with Loring Ward to provide some really basic workflows that can be copied from a database managed by Loring Ward to anyone that asks for “Loring Ward Workflows”. Below is a screenshot of the workflows showing their KISS approach to workflow:
These workflows are only available to Redtail users on the Tailwag platform. They are simple but there are plans for the future to make more elaborate ones involving automations baked into TAILWAG’s workflow engine.
If interested, simply contact Redtail support and request that the Loring Ward Workflows be copied over into your database.