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Using Redtail Automations with Workflows to Enhance Productivity
Do you feel your workday is often filled with too many disorganized, manual tasks wasting precious time? This short, but impactful webinar will get you up to speed on the power of combining efficient workflows with automation triggers. We will demonstrate how Redtail’s automation templates can quickly and easily be designed to activate specific workflows based upon a user’s actions. Redtail automations can improve your firm’s productivity while preventing tasks from falling through the cracks. Join Redtail and Fox Financial Planning Network to learn how you can leverage automations, the “secret sauce” for working most efficiently inside Redtail.

May 8, 2018 1:00 PM in Pacific Time (US and Canada)

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