Create activity in Redtail CRM from new Microsoft To Do task and extract client email
Create activity in Redtail CRM from new Microsoft To Do task and extract client email
Create new activities in Redtail CRM whenever you add tasks in Microsoft To Do, extracting client email information from task names. This boosts your organization and improves client engagement.
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Overview
Create new activities in Redtail CRM whenever you add tasks in Microsoft To Do, extracting client email information from task names. This boosts your organization and improves client engagement.