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Workflows in Redtail Workflows in Redtail

Workflows in Redtail - PowerPoint Presentation

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Uploaded On 2017-07-03

Workflows in Redtail - PPT Presentation

Set order to the events Each Step can have multiple Tasks with different Owners Tasks show up in various locations in your CRM Can change owners after attached Whiteboarding Sit down with your office either with paper or with a whiteboard ID: 565958

step task date target task step target date outcomes tasks

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