Onboarding Meeting (30-min)

Zoom Meetings

In this session, we’ll connect your Redtail CRM to the IntegratedAdvisor dashboards and upload your data so everything is ready to go. We’ll also introduce you to our Configuration Guide, which walks through best practices for setting up Redtail Opportunities. Finally, we’ll schedule your first coaching meeting to make sure you’re set up for success and getting the most out of your dashboards.