Sample Automation Templates

Automations are a way for certain actions within the CRM to set off reactions. For example, when a contact status is changed to "Client", Redtail can automatically link an "Onboarding" workflow process. Check out the templates below for some ideas on how to get started with creating automations within your own database: 


Do you have sample templates that you want to share? Check out our Google Forum to interact and collaborate with other Redtail users! 

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