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Redtail Essentials: Templates
A consistent client experience depends on everyone in the office being on the same page. Creating your own Templates will empower you and your staff to set standard guidelines and expectations for client interactions, records, and follow-ups. These are also huge efficiency-boosters!

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

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

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