LinkedIn - Contact Import
Be able to choose contacts and their information imported from LinkedIn or other sites to the CRM without having to manually enter in people information.
For example. I'd be able to click the names of people I'm connected with in LinkedIn to be able to be uploaded to the CRM as potential leads for me to contact
Anonymous
shared this idea
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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Tommy
commented
Seems with all the "screen scraping" technology out there, this should be able to get done.
1.) Select a contact on LinkedIn and have most of their data import to the respective fields in Redtail.
2.) Let the advisor check it over and make any corrections.
3.) Save it.What a big time saver!