Setting up the integration:
Navigate to the Invite section within your Positivly account. You'll see a "Connect Your Database" option on this page. Click this and then choose Redtail CRM from the available partners on display:
You'll then see a popup where you can enter your Redtail credentials:
Then, click the LOGIN button.
By default, Positivly imports every Redtail contact record with a contact type of "Individual". Included in the import are contacts' first names, last names, and email addresses, from which new contact records are created in Positivly. You'll receive a notification from Positivly once the Redtail CRM contacts have been successfully imported.
Once your contacts have been imported into Positivly, you can follow the normal Positivly workflow to send an invite to take the financial personality test to these new contacts either individually or as a batch:
If you are looking for other Advisor Tools, click here!