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Workflow Series: Part 2 - Building
Once we have a good idea of how we want our processes to go, we can then begin building them out in Redtail CRM. This session goes over the process of building Workflow templates for repeated use in the future, in order that you might provide your clients a consistent experience every time.

Join us for this webinar to learn all about workflows.
If you can't make this webinar, don't worry; it will be available for replay soon.

Apr 15, 2021 11:00 AM in Pacific Time (US and Canada)

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