New Client Questionnaire upload to create new contact record
Have the ability to upload & map a new client form/questionnaire into a new contact record. You would upload your new client or prospect form that contains all of their personal data, map it to the options in Redtail, then any time a new form gets uploaded it would create a new contact record and automatically populate all of their information. This would cut down on manual data entry time and prevent human error & typos.
6
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Chelsea
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