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  1. Oranj
  2. Getting Started
  3. Getting Started with Clients & Prospects

Getting Started with Clients & Prospects

Use this section to learn how to start working with clients and prospects using your dashboard.

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  • Importing your Redtail Contacts
  • Introduction to Contacts
  • How to Create Contacts
  • Contact Profiles
  • Add Accounts for Clients & Prospects
  • Add Goals for Clients & Prospects

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