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Standard Contact Reports

The Standard Contact Reports accessible under Reports —> Standard Reports offer you several different ways of looking at your Contact data within Redtail CRM:

 

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Below are links to more information about each of these Contact Reports:


Contacts by Category

Contacts by Professional Contact

Contacts by Referred By

Contacts by Review Frequency

Contacts by Servicing Advisor

Contacts by Source

Contacts by State

Contacts by Status

Contacts by Writing Advisor

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