OnBord: Streamline the New Client Experience.
WHAT ARE THE INTEGRATION POINTS BETWEEN ONBORD AND REDTAIL CRM?
When a client is added to Redtail CRM from OnBord:
- Tasks will be created for both the primary CSA and the Advisor to see depending on the type of account that is being opened for the client.
- Additionally, a contact record will be created for the new client. (If the client already exists in Redtail, the new information will be overwritten rather than creating a duplicate account).
- A note will be added to the client’s record stating that compliance documents were sent, with a timestamp of when they were sent out through the OnBord system.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.