Скачать или смотреть Master Redtail Reporting: Are You Tracking Your Prospecting Meetings in Redtail CRM?

Struggling to track your prospecting meetings in Redtail CRM? In this video, Matthew from AdvisorTech Partners walks you through setting up custom categories and generating reports to monitor your conversion rates effectively. Whether you're tracking intro calls, discovery meetings, or implementation sessions, this step-by-step guide will help optimize your CRM workflow.

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