Feb '24 • Questions
Prospect Reporting - Redtail Users
Looking for the best way to track how many new Prospects we get each month/quarter/year and if they become clients. Is anyone currently using Redtail for this type of reporting? If so, what is your process and best practices?
0
2 comments
Prospect Reporting - Redtail Users
skool.com/ria-os
Welcome!
👨👨👧👦 Network
🧠 Get advice
💻 Learn new tech
📈 Grow
Leaderboard (30-day)
1
+5
2
+4
3
+4
4
+4
5
+3
Powered by