Follow

Webinar tomorrow on Managing Client Notes in Redtail

BLOG_clientnotes-1.jpg

One of the easiest and most effective ways to improve your clients' trust in your office is to provide consistent, informed service. Everyone in your office that might come into contact with your clients should be able to quickly see what your most recent points of contact with a client have been.  Maintaining Client Notes on every interaction can help your office with this internal transparency and, consequently, with building those trust levels.  Additionally, for compliance purposes, you can't overestimate the importance of keeping accurate and detailed Notes.

Join us for a webinar tomorrow to gain a greater understanding of managing client notes within Redtail CRM:

Thursday, April 11, 2013 11:00 AM - 12:00 AM PDT: Managing Client Notes 
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk