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Auto-populating contact cards with specific UDF's, keywords, and tags

We have a good number of UDF's, keywords, and tags that we assign to every new contact card. It would be very helpful if we could auto-populate new contact cards with these item, as in a template.

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Michael Manley shared this idea  ·   ·  Report…  ·  Admin →
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Redtail CRM: Automations

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