ABOUT this webinar
Topic: Building Your Tech Stack – PreciseFP
Description: Enhancing your CRM experience with PDF Templates w/ PreciseFP and Redtail CRM
Introducing PDF Templates from PreciseFP! Come learn how to use fillable PDFs such as a client fact finder for populating data in Redtail CRM as well as other software. We will share best practices on using PDF templates in PreciseFP for streamlining data entry and updates across your entire tech stack.