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Segmenting Your Client Data

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

Apr 27, 2023 11:00 AM in Pacific Time (US and Canada)