When building your templates in Redtail CRM, it is important to identify which tasks can be in an activity template or workflow. We recommend a combination of activity templates and workflow templates.
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We recommend that if 1 – 2 team members are working together and need to complete up to 3 tasks, it is better to build: an Activity Template.
Activity Template Examples:
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Prospect Phone Call Intake
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Meeting Prep
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If more than 2 team members are working together and need to complete more than 3 tasks, it is better to build: a Workflow template.
Workflow Template Examples:
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Client Review Meeting Wrap Up
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Account Opening & Transfers
We help RIAs build custom activity templates and workflow templates!
