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  1. 1 vote
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Tommy shared this idea  · 
  2. 4 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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  3. 4 votes
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  4. 7 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  5. 10 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  6. 7 votes
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  7. 10 votes
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  8. 52 votes
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    Tommy commented  · 

    100% agree! Make Redtail more like Wealthbox, before everybody leaves and goes there anyway!

    Tommy supported this idea  · 
  9. 19 votes
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  10. 3 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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  11. 9 votes
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  12. 7 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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  13. 17 votes
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  14. 17 votes
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    Tommy commented  · 

    This one is a "no brainer"! Why hasn't this simple feature been implemented from Day One!?

    Tommy supported this idea  · 
  15. 19 votes
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    Tommy commented  · 

    This one is a "no brainer"! Why hasn't this simple feature been implemented from Day One!?

    Tommy supported this idea  · 
  16. 15 votes
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    Tommy supported this idea  · 
  17. 129 votes
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    Tommy commented  · 

    This one is a "no brainer"! Why hasn't this simple feature been implemented from Day One!?

    Tommy supported this idea  · 
  18. 34 votes
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    Tommy commented  · 

    This one is a "no brainer"! Why hasn't this simple feature been implemented from Day One!?

    Tommy supported this idea  · 
  19. 33 votes
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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!

    Tommy supported this idea  · 
  20. 114 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Tommy supported this idea  · 
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