Looking for a better, faster, more efficient way of collecting prospect data through your website? Look no further!
By integrating Advisor Websites and Redtail CRM, you can create a custom form on your website that prospects can fill out. After submitting the form, the contact information that they've entered will automatically create a new contact record in Redtail, along with additional fields that will help you sort them.
Watch this recorded training session on how to set up the integration and how to further use Redtail's tools to take advantage of this new data.
If you'd like a step-by-step guide to setting up the integration, you can find that HERE.
Does something in the video look different than your screen? Redtail's Development team is continually releasing updates to the Tailwag CRM. See this post for the most up to date descriptions of new features and recent issue fixes. For recorded videos that overview CRM system updates, click here.