Follow

Standard Top-N Reports

The Standard Top-N Reports accessible under Reports offer you several different ways of looking at your Top-N data within Redtail CRM: 

oto2n.png 

Below are links to more information about each of these Top-N Reports:
Account Company by AUM

Contacts by AUM

Contacts by Referred By

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

Comments

Powered by Zendesk