Segmenting your Client Data [20:57]


Lists are essential to client management. You can have lists for prospects, clients, investment clients, clients who receive a newsletter, etc. There are two ways in Redtail to create lists and each option offers its own distinct advantages. We’ll consider each of these in this session.

Video not Loading? Unable to view YouTube? CLICK HERE

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk