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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.

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

Mar 18, 2021 11:00 AM in Pacific Time (US and Canada)

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