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Tern Agency
82
Voters
Stacey Gomez
Sue Ball
Kim Goldstein
Kimberly Shankland
Jamie Horwood
Leslie Jantz
Jennifer St.Gelais
C
Christina Kimball
Jenn Schultz
Mershawn Foley
and 2 more...
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12
Add tags and workflows to contacts shared with me
Summer Cox
Would like the ability to add tags that trigger workflows for contacts that have been shared with me by my agents. This would eliminate the need for workflows I have set up in 3rd party email systems and consolidate all workflows in one system.
August 30, 2025
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