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Chris Reid

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  1. Set up an automation so that that a message is automatically sent to clients on their birthday and on their anniversary

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    7 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Chris Reid supported this idea  · 
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    Chris Reid commented  · 

    Hi, I would like to bump this up to the top. I would be a good way to capture market segment from competitors.

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