Скачать или смотреть How to Add Profile Photos to Contacts in Redtail CRM

Is your firm keeping client profiles up to date? In this video, Matthew from Advisor Tech Partners walks you through the simple steps to add profile pictures for clients and prospects in Redtail CRM. This feature helps advisory firms prepare for meetings, recognize clients easily, and enhance team collaboration.

Steps Covered:
→ Identifying the client profile
→ Sourcing and saving the profile image
→ Uploading and adjusting the picture in Redtail CRM

Stay organized and improve client interactions with this easy CRM tip.

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Website: https://www.advisortechpartners.com/
Email us: [email protected]
Connect with Matthew on LinkedIn:   / matthew-awai  
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