Setting up the integration:
To activate and setup, please see Advisor Website's instructions here.
Click Here for a recorded Best Practice spotlight webinar featuring Advisor Websites and Redtail
If you have a website through Advisor Websites, you can now now automatically create contacts within Redtail CRM generated from a lead capture form (built as a new page on your website).
Note: New contacts can be created with default values in the status and source fields so that you can identify that they are coming from your website. To add options to your status or source list, login to Redtail CRM and go to Manage Your Account → Manage Database Lists.
You can find a recorded session that goes through the setup process and how to work with data further in Redtail HERE.
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