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Standard Account Reports

The Standard Account Reports accessible under Reports —> Standard Reports offer you several different ways of looking at your Account data within Redtail CRM:

 

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Below are links to more information about each of these Account Reports:

Accounts by Agent Name

Accounts by Agent Number

Accounts by Contact

Accounts by Company

Accounts by Manager

Accounts by Model

Accounts by Status

Accounts by Type

Accounts by Tax Qualified Type

Accounts Unlinked

 

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