Redtail Training – Focus on Best Practices & Workflows
Virtual - GoToWebinar
On August 3rd at 1pm PST, our partners at Redtail Technology will be joining Network Administrative Operations Manager, Jen Van Mater to discuss best practices with a focus on leveraging workflows.
Redtail Workflows are automated processes designed and created by users to help establish and maintain consistency throughout the office. Whether it’s making sure everything is covered in preparation for a workshop or being able to show a client exactly HOW you are acting in their best interests, Workflows help you keep up with your processes and make sure that nothing falls through the cracks.
Join us as we break down the tool’s capabilities.
*Register via the website button above.*