Скачать или смотреть Mastering Contact Categories in Redtail CRM | Best Practices & Examples!

If you want to scale and grow your business, you need to categorize your contacts correctly in Redtail CRM. Without a structured system, your CRM can become unmanageable, leading to inefficiencies and missed opportunities. In this video, Matthew from AdvisorTech Partners walks you through the best practices for Mastering Contact Categories in Redtail CRM, ensuring your database stays organized and actionable.

What you’ll learn in this video:
➝ How to properly segment clients, COIs, leads, and prospects
➝ The strategic importance of contact categories for firm growth
➝ Step-by-step instructions to update and manage categories effectively
➝ Real-world examples of optimized CRM workflows

If your Redtail CRM isn’t structured correctly, you're leaving growth on the table. Watch now to take control of your contact organization.

📌 Resources:
📖 Download our Free Guide to Avoiding RIA Disaster – https://www.advisortechpartners.com/f...
🚀 Get your CRM Efficiency Scorecard – https://www.advisortechpartners.com/c...
📆 Schedule Intro Meeting with us – https://app.greminders.com/t/2c5bbdd2...

Contact us:
Website: https://www.advisortechpartners.com/
Email us: [email protected]
Follow Advisor Tech Partners on LinkedIn:   / advisor-tech-partners