How Redtail Users Can Automate Seminar Management & Registration
How Redtail Users Can Automate Seminar Management & Registration

For financial advisors, seminars and webinars play a crucial role in lead generation, client education, and business growth. However, managing these events manually—using spreadsheets, email follow-ups, and disconnected tools—can be time-consuming, error-prone, and inefficient. While Redtail CRM provides a robust contact management system, it lacks built-in event management features, requiring users to depend on third-party […]

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