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aorons
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Member since ‎Dec 28, 2016
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Andrew Orons

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aorons on April 22, 2021
Full Sync with Redtail CRM
Does anyone know whether the new 2-way syncing that Hubspot is promoting now via what used to be pie-sync will work with Redtail CRM?
Reply Discussion Integrations
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8 Replies
aorons
Participant
April 09, 2020
Reply to How to Group Contacts?
We use a custom property that we named Lead Status which is a drop-down select of Customers, Dormant Customers, Prospects, Vendors, and one or two ot...read more
aorons
Participant
March 15, 2020
Reply to How to Group Contacts?
Sales pro does offer phone support. As far as the search parameters, it doesn't sound that complex. Maybe I'm missing something.
aorons
Participant
March 14, 2020
Reply to How to Group Contacts?
There are at least 3 ways to do this with the current feature set: Static List - Put contacts in there manually - sounds like it's closest to ac...read more
aorons
Participant
August 06, 2019
Reply to How to Group Contacts?
Lists can be dynamic or static. With Static lists you can simply drag them in or use the checkmarks in another list and choose "Add to Static List" o...read more
aorons
Participant
July 24, 2019
Reply to How to Group Contacts?
Incidentally - this is a standard feature in the Marketing Product - referred to as "Lists" - which can either be dynamic based on conditions or stat...read more
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