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How to Off Board a Redline Agent

1. Apply tag in InfusionSoft – Redline Agent Tags > RL Garage Former Agent – This automatically does the following:Removes 23 tags and applies one tag Redline Agent Tags > RDS Key Return Reminders (reminders to the agent to send back the key)Once the “Reminders” tag is applied it sends an email to Von, Bill, […]

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