📌 How & Why to Use Contact Roles in Redtail CRM Step by Step Guide

Are you using contact roles in Redtail CRM effectively? In this video, Matthew from Advisor Tech Partners explains why keeping contact roles updated is crucial and walks you through how to do it. Whether you're managing client relationships or assigning responsibilities within your firm, properly setting contact roles ensures clarity and efficiency.

✅ Why contact roles matter in Redtail CRM
🛠️ Step-by-step guide to updating roles
📊 Real-world example of how contact roles improve organization

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Видео 📌 How & Why to Use Contact Roles in Redtail CRM Step by Step Guide канала Advisor Tech Partners