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Redtail CRM
Click on your name in the upper right hand corner and select 'Manage Account’ Under the Manage Templates section, select ‘Custom Export Templates’ In the upper right, select the blue ‘new’ button Name this custom export as Rocket Referrals Select the following criteria: -Company Name -First Name -Last Name -Nickname -Client Since -Client Termination Date -Date of Birth -Referred By -Writing Advisor -Spouse First Nam
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