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Relationships- The R in CRM!
Relationships can be housed two different ways in Redtail; they’re either a family relationship or a membership! Setting up family and memberships is essential to your front-end CRM work that affects mailings, paperwork, and overall customer service. Together we'll learn the differences between the two and the best practices to both!

Join us for this webinar to learn all about Family and Memberships.

Jun 21, 2018 11:00 AM in Pacific Time (US and Canada)

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Webinar is over, you can not register now. If you have any questions, please contact Webinar host: Redtail Training.