Apr 8 in Business - Processes
Performance
Greetings, brain hive. I am trying to develop an approach for tracking activities and meetings via Redtail (the method used prior was cumbersome and required a lot of data mining beyond reports). I thought I would reach out and see what approaches you folks use for tracking performance of advisors, paraplanners, etc. Thank you in advance for your feedback, ideas, screams of commiseration, etc.
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Performance
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