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Benjamin Eidenschink

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  1. Activity Pinning

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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Benjamin Eidenschink commented  · 

    Our firm recently switched to RedTail from a different CRM. The lack of activity pinning with RedTail is a major downside to the switch. This was a high value feature, and allowed for higher efficiency with activities that were high priority.

    Benjamin Eidenschink supported this idea  · 

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