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1. Email Blasts - Birthdays

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   2 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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   Dana Lakner commented  ·  Jan 19, 2021  ·  Delete…

   Automatically sends an email to the client and wishes them a happy Birthday

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   Dana Lakner supported this idea  ·  Jan 19, 2021