Follow

Contact Overview Menu: Recruiting

When you access a contact record in Redtail, you'll notice a new heading menu in your navigation bar, labeled Contact Overview (this menu only appears when within a contact record):

com.png

 

Here, we'll look at the Recruiting option under this menu:

 

conovrec.png

 

This link takes you to your Contact Record's Recruiting page, where you can add a ton of information about the contact relevant to your efforts at recruiting them to your business.  For any of the sections listed below, simply click the Edit button in the section's upper right-corner in order to add the information you desire.  The available sections are:

Current BD Information
Production
Business Mix
Advisory Service
Outside Business Activities
Compliance History
Systems Currently Used
Letter of Intent
Transition
Promissory Note Details
Exhibit A (PN) 


 


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk