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Redtail Essentials: Manage Your Account [41:10]

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Setting up your system is an essential first step to customize your CRM. You can adjust things like email notifications and usernames, as well as templates! Manage Your Account is the skeleton of your CRM and can make or break the comfort of your CRM day-to-day use. Join us and learn all the ways to make the CRM yours with your office terminology and structure.

Documentation on the topics covered in this video:

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