One often-overlooked aspect of managing client relationships is setting client expectations. It shouldn't be. Learn how to use Workflows and Checklists in Redtail to help you set and manage client expectations.
Thursday, October 31, 2013 11:00 AM - 12:00 PM PDT: Setting and Managing Client Expectations with Workflows and Checklists
- Registration Web Link: https://www1.gotomeeting.com/register/759178401
- Webinar ID: 759-178-401