Online or web link New Client/Prospect Data Gathering
It would be great to have a link that is linked to our Redtail CRM where we can email that link to the new client. Client clicks on the link and is able to enter all information requested. This will be a HUGE TIME SAVER. Plus, we can collect all information from client instead of us calling client to gather information needed, to then realize that there is information missing. Also, we can add the link on to our website where new clients and prospects can go and fill out all the information needed.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Megan Thonsgard commented
Any update on this? It would be very helpful
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Kerri Kuykendall commented
Please please add this feature. It would save soooo much time