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Redtail Essentials: Automations
Join us for this webinar to learn al about Automations. Automations are if- then statements you can set up to automatically complete certain tasks in your system. Once you’ve established Workflows within your database, assigned your clients Statuses, Servicing Advisors, etc., and added all your database users and user teams, Automations might just be the cherry on top of your CRM sundae with all the extra efficiencies they introduce. We’ll cover the process of creating Automations so that you can realize these greater efficiencies in your practice. If you can't make this webinar, don't worry; it will be available for replay soon.

Jul 21, 2022 11:00 AM in Pacific Time (US and Canada)

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