Redtail Integration demo
Check out our demo on the fpPathfinder + Redtail integration (or the video below) to see exactly how the integration works. To learn more about using the checklists within your planning process, check out the articles How To Use Checklists And Flowcharts and I'm About To Use A Checklist With A Client, How Do I Prepare Myself? The integration is available with the Premier Membership.
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