Redtail Essentials: Mail Merge [38:32]

Recorded_webinars.jpgWhile you may rely more on email, phone calls and texting to communicate with your clients today than you do on snail mail, there are certainly still situations that require physical mail and Redtail helps streamline the mailing process through its mail merge feature. This webinar will cover creating/uploading your mail merge templates, selecting your recipients and running the merge. Additionally, we’ll take a look at creating labels and keywords to assist in the process.

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