Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Database Contact Lists to reflect the terminology used in your office.
Read our April newsletter for links to recent Redtail/Orion podcast appearances, 2023 T3 Survey results, a new Manage Your CRM series post, new integration info., and more.
The Redtail + Flourish integration gives advisors the ability to quickly and easily pre-fill end-client applications and then invite clients with the press of a button within F...