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