RIA Operators
Log In
Community
Classroom
Calendar
Members
Leaderboards
About
Log In
2
Brenda McCombs
Sep 17 in
Questions
Using Redtail to track the last conversation with a client.
Curious how others use RedTail to track their last conversation with a client.
Thank you,
Brenda
Like
0
6 comments
2
Using Redtail to track the last conversation with a client.
RIA Operators
skool.com/ria-os
Welcome!
👨👨👧👦 Network
🧠 Get advice
💻 Learn new tech
📈 Grow
Start here
RIA OS Overview
780
Members
1
Online
4
Admins
JOIN GROUP
Leaderboard (30-day)
1
Joe Moss
🔥
+21
2
Jessica Jones
+8
3
Brian Quaranta
+8
4
Jennifer Ober
+4
5
Eron Reyes
+4
See all leaderboards
powered by