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Build Your Own Redtail Workflow Automations Workshop
Have you been wanting to automate and enhance your firm’s Redtail processes but aren’t quite sure how to do it? Then this live webinar/workshop is for you! Join Redtail and Fox Financial Planning Network for a live “Building Workflows with Automation Templates ”session. We will guide you in building your own workflow steps and automation templates that leverage each other’s capabilities to enhance your productivity in real time. By the end of the 30-minute session you should have a complete and functional automation sequence in place and a comprehensive understanding of how the automation templates can take your practice to the next level!

May 17, 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: Fox Financial Planning Network.