Redtail has partnered with Loring Ward to provide some basic workflows that can be copied from a database managed by Loring Ward to anyone that asks for “Loring Ward Workflows”. Below is a screenshot of the workflows showing their KISS approach to workflow:
If interested, simply contact Redtail support at support@redtailtechnology.com or call 800-206-5030 opt. 3 and request that the Loring Ward Workflows be copied over into your database.
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