Redtail CRM: Activity Templates vs. Workflow Templates

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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:

  • Prospect Phone Call Intake

  • 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:

  • Client Review Meeting Wrap Up

  • Account Opening & Transfers

We help RIAs build custom activity templates and workflow templates!

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