GReminders + SimplicityOps Webinar: Automating Scheduling & Workflows For Efficiency

Join GReminders and Simplicity Ops as they navigate through Advisor’s biggest pain-points in scheduling and workflows in their Wealthbox and Redtail CRM. Together, they’ll discuss automating workflows, automating scheduling, calendar management, and workflow best practices. They’re ready to answer your most pertinent questions.

Видео GReminders + SimplicityOps Webinar: Automating Scheduling & Workflows For Efficiency канала Simplicity Ops