How to Create a Household (Family) in Redtail CRM | Step by Step Guide for RIAs

Managing family relationships in Redtail CRM is essential for RIAs looking to keep their client data organized. In this tutorial, we’ll show you how to create and manage a family in Redtail CRM, including adding spouses, dependents, and changing the head of household.

📌 Topics Covered:
✔️ Creating a new family in Redtail CRM
✔️ Adding a spouse and dependents
✔️ Changing the head of household
✔️ Best practices for maintaining clean client data

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Видео How to Create a Household (Family) in Redtail CRM | Step by Step Guide for RIAs канала Advisor Tech Partners