Create Redtail CRM activities for new PreciseFP completed engagements
When this happensStep 1: New Engagement Completed
Then do thisStep 2: Create New Activity
When one of your clients completes an engagement, there is a significant amount of vital data to be analyzed. This integration will add a new Redtail CRM activity whenever a PreciseFP engagement is completed, so that you can keep track of PreciseFP engagements you need to review from within your Redtail CRM.