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Ep 272: Streamlining Operations And Workflows With The Advisor CRM As The Centralized Hub with Kate Guillen 

Financial Advisor Success

CHAPTER

Is There a Task Within Redtail?

Within the work flow you have steps and tasks, tasksthee. A step is something that follows a time line. The tasks can be done in any order, but you can't complete the step until all the tasks are done. Within redtail, you can assign a task, like i said, that's your call to action. But then there's task as a meada, yes. Oka, so i saye, that is a little bit confusing.

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