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Segmenting your Client Data: Building Lists
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.

Topics Covered:
Quick Lists
Tag Groups

If you can't make this webinar, don't worry; it will be available for replay soon.

Feb 21, 2019 11:00 AM in Pacific Time (US and Canada)

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