Course curriculum

  • 1

    #1 - CRM- How to Use Workflows & Digital Templates

    • Welcome
  • 2

    #2 - Redtail users-Redtail Tutorials

    • How to Find the Workflows

    • How to Add a New Workflow

    • How to Customize a Workflow

    • How to Link a Document to a Workflow
  • 3

    #3 - Wealthbox Users-Wealthbox Tutorials

    • Wealthbox Workflow Overview

    • Getting Started

    • Workflow Naming Video

    • How to Customize a Workflow

    • How to Build a New Workflow

    • How to Add a Document to a Workflow