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

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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.

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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