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1. Retirement Plan Advisory Group™ (RPAG™) Integration

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   1 comment  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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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   Justin Boren commented  ·  January 02, 2020  ·  Delete…

   I agree with this! An integration between RPAG and Redtail would be great for workflow, notes, and client data.

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   Justin Boren supported this idea  ·  November 26, 2019