Fox Financial Planning Network has covered many questions on the building and construction of Workflows, but with this webinar they also cover the seamless collaboration and running of Workflows inside of Redtail CRM.
Does something in the video look different than your screen? Redtail's Development team is continually releasing updates to the Tailwag CRM. See this post for the most up to date descriptions of new features and recent issue fixes. For recorded videos that overview CRM system updates, click here.