Stephanie Kelm

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  1. 792 votes
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  2. 1,280 votes
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  3. 571 votes
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  4. 46 votes
    2 comments  ·  Redtail CRM » Family  ·  Admin →
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  5. 775 votes
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    Stephanie Kelm commented  · 

    Set up an automation as the reminder as a trigger (i.e. A reminder of a client review is on 7/1/15, then a task is automatically created two weeks before to set the appointment)

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  6. 50 votes
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