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1. Orion Household Linking for Spouses

   10 votes

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   0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Meghan Morales shared this idea  ·  Nov 8, 2022

2. Integrate Redtail with DocuSign so we can upload information directly from the CRM into the DocuSign fields.

   26 votes

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   1 comment  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Meghan Morales supported this idea  ·  Nov 8, 2022

3. default accounts tab with orion

   20 votes

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   1 comment  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Meghan Morales supported this idea  ·  Nov 8, 2022