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.
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07:45 - Manage Database List
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19:02 - Today Page: Contacts
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21:16 - Style Guide
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25:31 - Advanced Search
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33:17 - Contact Reports
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