Integrations
This is the name of LPL workstation that Links clients and accounts to Redtail.
What is (LPL) Clientworks?
Log in Directly
Puzzle Piece
Documents section of contact
Where do you go to create new User Defined Field items?
Manage your account. Manage Database Lists
a widespread computer programming flaw feared to cause global catastrophe at midnight on December 31, 1999.
What is Y2k?
What is the question asked for NPS?
How likely are you to recommend us?
1-10
Most likely solution when an advisor mentions their Schwab feed hasn't updated in awhile.
What is a SAC reset?
List the credentials needed for the following mobile apps:
Speak
Retriever for Tailwag
Mobile CRM
Redtail Username and Password
Where do you go to view a database's PIN number?
Reports > UDF Reports > Contact User Defined Fields
What is Fast Car?
What are the 3 outcomes for NPS results?
Promotor
Passive
Detractor
Import Contacts and Use Spotlight are features of this integration.
What is Emoney
What types of email is required to connect Retriever Cloud?
A Microsoft of Google Hosted email
Where do you go to change your Broker Dealer?
Manage your subscription
Subject of a recent Biopic. This person is widely recognized as the King of Pop.
Who is Michael Jackson?
What NPS scores are the only ones that we want back from out clients?
9-10
An AI operating system for financial advisors that integrates with Redtail CRM by taking your AI-generated meeting notes and tasks from the platform and syncing them directly into Redtail as Notes and Activities. It will also create client meeting prep notes based on pre-existing Redtail data.
What is JUMP AI?
How do mobile notifications work with Speak?
Mobile notifications are managed by the device.
Will not get mobile notifications if browser is open.
Where do you go to change the default timezone for the CRM user?
Preferences
Who got frame mogged by an ASU Frat Leader
Clavicular
There are two different surveys sent to clients. Relational NPS measures the advisors sentiment for Redtail and is sent twice a year. While this NPS is meant to measure the most recent engagement and is used to measure the Agent's performance.
What is Transactional NPS
A scheduling software that integrates with Redtail CRM by providing additional meetings and notes features. Handles scheduling appointments with meeting forms and linking fields to UDFs in Redtail CRM.
What is GReminders?
What do you need to do to change the current settings on Retriever Cloud?
Disable the current sync
Where do you go to find the contact lists you've exported?
Manage your downloads
Richard Gere and Cindy Crawford
What is the formula for calculating an NPS score?
(Promoters-Detractors)/ Total Surveys