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  1. Add a 'Contact Category Change' Trigger Event for Automations

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    20 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous commented  · 

    Agreed! Our client service tiers depend on category. I.e. D clients are contacted annually, A clients quarterly and different staff members work on different client categories. If a D client retires & we gain their pension and rollover 401(k), they'd bump to a different category and should get an elevated level of service.

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