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  1. December 2023 - What's New in Tamarac CRM

    This update introduces the ability for users to download Analytics reports directly from Tamarac CRM. This enhancement will streamline your workflow, providing more flexibility and …

  2. Sign In - tamaracinc.com

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  3. Sign In - tamaracinc.com

    Your browser settings currently have JavaScript disabled. Please update your browser settings to sign into Advisor View. Not sure how? Your browser settings are currently preventing cookies. …

  4. Account Set Saved Searches

    Account set saved searches automatically update a set of accounts based on the criteria or rules you set for the group. Account sets are primarily used to assign account permissions to users. …

  5. Microsoft Teams Integration

    The Dynamics 365 and Microsoft Teams integration allows you to streamline your workflow, enhance collaboration, and improve productivity. This integration fosters teamwork and makes …