Moving Data: The More you Know! [41:06]


Did you just purchase a prospect list? Or did you add a new advisor to your office that needs to get their book of business to your CRM? Whether as a one-off event or a frequent occurrence, there are many ways to get data to Redtail both securely and quickly.

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Click the link below for more information on each of the features covered in the video:

03:39 - Import Contact from Excel

05:34 - Importing Calendar Activities

07:10 - Importing Notes

11:06 - Importing Accounts 

14:40 - Importing Opportunities

20:34 - Advanced Search

26:27 - Custom Exports


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