6 Ways to Leverage Redtail CRM to Engage New Opportunities
As your firm grows, it is important to continue to engage with leads in a meaningful way. By utilizing the tools within Redtail CRM, you can make this process more efficient and enhance the prospect’s experience with your firm. 1. Define your Sales Process Redtail CRM Tip: use “Statuses” and “Categories” to define where a […]