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Redtail Essentials: Accounts

Whether you use a data aggregator/custodian account feed or you manually add account information to contact records, accessing account data within your CRM is important. The ability to quickly see the investment accounts held by contacts can be a huge efficiency-booster. If you can't make this webinar, don't worry; it will be available for replay soon.

Apr 20, 2023 11:00 AM in Pacific Time (US and Canada)