Client Changed Info, What Do I Do Next? [37:13]


Your client moved or changed their email or phone number-- it happens all the time!

With a contact information change in Redtail, it’s good to create a process that’ll retain old information as well as update information in the other places!

Learn best practices to safely make an information change to Redtail and other platforms to make sure nothing slips through the cracks!

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Click the link below for more information on each of the features covered in the video:

05:14 - Contact Overview - Contact Card

23:45 - Workflow Templates

29:06 - Workflow Video Series

31:46 - Automations


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