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.

🔔 Subscribe to Advisor Tech Partners for more insights on CRM management, workflows, and best practices for financial advisory firms: youtube.com/@advisortechpartners?sub_confirmation=1

📆 Need personalized help optimizing your CRM? Schedule an Intro Call with Advisor Tech Partners here: https://app.greminders.com/t/2c5bbdd2/joint-introductorymeeting

⚠️ Don’t miss out on our free guide (linked below) for additional tips to help your advisory firm grow and scale: https://www.advisortechpartners.com/freeguide

Contact us:
Website: https://www.advisortechpartners.com/
Email us: Team@AdvisorTechPartners.com
Follow Advisor Tech Partners on LinkedIn: https://www.linkedin.com/company/advisor-tech-partners/

Видео Master Redtail Reporting: Are You Tracking Your Prospecting Meetings in Redtail CRM? канала Advisor Tech Partners