Not on Redtail or Wealthbox? Not to worry, importing contacts from any CRM is easy. In this demo we will show you how to:
- Download contacts from your CRM to Knudge to a CSV file, with links to CRM specific instructions for Salesforce, Practifi, Envestnet/Tamarac, LeadLoft, AdvisorEngine, and Orion
- Uploading your CSV file
- Assigning a lead advisor
- Adding tags
- Viewing your contacts in Knudge