CRM implementation can be time-consuming – you only want to spend the time and effort required to implement a CRM system on one with a proven track record of advisor success.
If you are considering Redtail CRM as a solution for managing your client relationships and processes, this series is geared toward helping you make an informed decision.
You can now create/set privacy options for activities from the app. Also, style options for Note, Workflow, Opportunity, and Activity description text now available.
If you have any questions about Redtail workflows, check out this workflows resource with links to documentation and recorded webinars, as well as an FAQ.