Using workflows in Wealthbox and Redtail CRMs
In this video, we show you how to use workflows in both Wealthbox and Redtail CRMs.
We’re really big fans of using workflows to standardize operating procedures. When you use your CRM as a place to store and launch those processes, you don’t have to reinvent the wheel each time you change an address, move money, or onboard a new client.
Видео Using workflows in Wealthbox and Redtail CRMs канала Simplicity Ops
We’re really big fans of using workflows to standardize operating procedures. When you use your CRM as a place to store and launch those processes, you don’t have to reinvent the wheel each time you change an address, move money, or onboard a new client.
Видео Using workflows in Wealthbox and Redtail CRMs канала Simplicity Ops
Комментарии отсутствуют
Информация о видео
7 декабря 2022 г. 9:29:19
00:06:00
Другие видео канала
