價格：免費
更新日期：2017-11-14
檔案大小：7.7 MB
目前版本：2.12.0
版本需求：需要 iOS 9.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言：英語
Redtail CRM (Tailwag Version) is the companion app to the cloud based Redtail CRM for financial advisors.
** This version is intended only for users of Redtail's newest CRM, Project Tailwag **
Features
- Access your calendar and other users' calendars
- Access recently viewed contacts
- Search your database of contacts
- Access contact activities, notes, and accounts
- Initiate calls, text messages, and emails straight from the app
- Edit contact phone numbers, emails, and addresses
- Add contact notes
- View open opportunities
支援平台：iPhone, iPad