Email Syncing and backup · RIA Operators

Email Syncing and backup

For those using Redtail as the CRM are you using the integrated email that will backup and store your email. (for compliance purposes). How do you like it? Does it slow your email down? How does it integrate with Redtail? Can you email from your email, and will it automatically add a note to Redtail? What other email solutions are you all using?

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