Workflow Templates

Click the links to below download the workflow templates

Quarterly CRM Cleanup - Redtail

Quarterly CRM Cleanup - Wealthbox

How to Use These Templates:

1. Click the button below to download the templates.

2. Set aside time with your team to discuss the specific steps and tasks.

3. Customize the templates to fit your processes.

4. Build out the workflows in your CRM
   

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