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Householding Records With CRM

Wed, Apr 02

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CDI Webinar

Are you looking for a Householding solution for Client Files? Join CDI and learn how you can automate your client records into a Household relationship and integrate with CRM.

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Time & Location

Apr 02, 2025, 11:00 AM – 12:00 PM CDT

CDI Webinar

About the event

Are you looking for a Householding solution for Client Files? Join CDI and learn how you can automate your client records into a Household relatoinship and integrate with CRM.

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