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Redtail Technology > News > Integrations > Building Your Tech Stack webinar with Quik! on March 7!

Building Your Tech Stack webinar with Quik! on March 7!

Category: Integrations
Building Your Tech Stack webinar image

Building Your Tech Stack - Quik!

ABOUT this webinar
Topic: Make Redtail Work Harder for You with Quik!

Description: Want to fill out twice as much data on forms with your Redtail CRM? In this webinar, we’ll show you how Redtail and Quik! work together to pass up to 133 fields of rich customer data directly from Redtail right into prefilled forms. So, you can make finding, filling out, and e-signing forms faster and better than ever before. Plus, you’ll find out about our newest features like creating duplicate forms and get a preview of what’s upcoming in 2023.

Register now for this webinar on March 7 at 10:00 am Pacific.

 

0655-OAT-3/3/2023

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Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.