Working with Reminders webinar tomorrow, December 12


Redtail CRM is preconfigured to provide you with Dashboard Reminders based upon data you enter into various fields throughout your database, including Birthdays, Wedding Anniversaries and Client Review Dates. In this webinar, we’ll go over using the Reminders section to ensure that you never miss any important client milestones or required tasks.

Thursday, December 12, 2013 11:00 AM - 12:00 PM PST:  Working with Reminders
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