Live Redtail Training Opportunity
June 18, 2019 9:00 am - 3:00 pm
Organizer: The Financial Services Network [email protected]
Get ready for next level training at Redtail HQ! Feel like you have the basics down but know there’s so much more you could do? This is the training you’ve been waiting for. Bring your computer or tablet and dive into client segmentation, mail merges, the new two-way ClientWorks integration and more!
Email Nora Keenan at [email protected] to RSVP!