Contact Overview Menu: Recruiting

When you access a contact record in Redtail, you'll notice new menu items in your Left Menu Bar underneath Contacts (these menu items only appear when within a contact record): 


Here we'll take a look at Recruiting. If you click that option from this menu, you'll see the Recruiting area for the Contact (partial screenshot below): 


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
Business Mix Information
Advisory Service
Outside Business Activities
Compliance History
Systems Currently Used
Letter of Intent
Promissory Note Details
Exhibit A  

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