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Email Overview
Redtail’s Email solution allows you to have your domain hosted by Redtail or to get set up for email archiving only. Either way, it’s a compliant email option for advisors that’s easy to use and allows you to view the Email History for your contact records in the CRM. We will share the different options on email setup and what might be the best option for your team.

2128-OAT-11/7/2022

Dec 22, 2022 11:00 AM in Pacific Time (US and Canada)

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