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Create activity in Redtail CRM from new task in Microsoft To Do, and format client information

Create activity in Redtail CRM from new task in Microsoft To Do, and format client information

Create new activities in Redtail CRM whenever you add tasks in Microsoft To Do. Extract relevant client information from task details for faster onboarding and improved client engagement.

Create activity in Redtail CRM from new task in Microsoft To Do, and format client information

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Overview

Create new activities in Redtail CRM whenever you add tasks in Microsoft To Do. Extract relevant client information from task details for faster onboarding and improved client engagement.

Create activity in Redtail CRM from new task in Microsoft To Do, and format client information