ABOUT this webinar
Topic: Tracking Time Spent on Clients with TimeLyft and Redtail CRM
Description: As an advisor, it is important to know how much time is being allocated to your clients. Come learn how to track your time using TimeLyft. We will share best practices on how to track time spent on contacts as well as on retrieving that data from Redtail CRM using our shared integration.
TimeLyft offers Time & Productivity Management Software For Advisors and Firms.