I will setup and customise your redtail crm

PeaceF

Italy

I speak Italian, English

just joined Let built something great

Hi, I', Peace ford from Positano in italy, i will help set up Redtail CRM , import data , and automations, I'm offering top quality services , kindly message me. Thanks
About this Gig

I will help financial advisors organize their contacts, build workflowes, import data, and make redtail work for you instead of against you.

What I do:

Redtail setup : custom fields, categories,status

Data import

Workflow

Cleanup



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setup and customise your redtail crm
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setup and customise your redtail crm

Software:

Zoho

Industry:

Business services & consulting

•

E-Commerce

+1 more

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