Workflow Templates

Click the links to below download the workflow templates

Beneficiary Change Workflow - Redtail

Beneficiary Change Workflow - Wealthbox

Account Transfer Workflow - Redtail

Account Transfer Workflow - Wealthbox

How to Use These Templates:

1. Download the templates and review the examples.

2. Set aside time with your team to map out your workflows.

3. Customize the templates to fit your processes.

4. Build out the workflows in your CRM
   

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