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Kristy Holzapfel

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    1 comment  ·  Redtail CRM » Other  ·  Admin →
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    Kristy Holzapfel shared this idea  · 
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    Kristy Holzapfel commented  · 

    For the Redtail Speak, it would be great to integrate a phone number that the advisor is already using. Our clients have gotten used to texting our advisors at their current number, so it would be great to continue using that number.

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