How to Track and Report on Account Opening Workflows in Redtail CRM

In this tutorial, Matthew from Advisor Tech Partners shows you how to track and report on account opening workflows in Redtail CRM. Learn the step-by-step process for generating detailed reports and managing workflows to get a clear view of your firm’s account opening operations. This guide is perfect for financial advisory firms looking to improve their workflow reporting and optimize their CRM usage.

→ Learn how to generate workflow reports in Redtail CRM
→ Track account opening progress and status updates
→ Understand how to filter reports for specific workflows and timeframes
→ Set up workflow ownership for better accountability
→ Get insights on improving your firm’s overall workflow management

Whether you're an advisor or part of an RIA firm, this video will help you streamline your account opening processes and make the most of your Redtail CRM system.

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Видео How to Track and Report on Account Opening Workflows in Redtail CRM канала Advisor Tech Partners