(Redtail) Building Your Tech Stack - TimeLyft - Time & Productivity Management Software For Advisors and Firms [13:38]

  • Mar 4, 2024
  • Knowledge

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TimeLyft offers Time & Productivity Management Software For Advisors and Firms

 

As an advisor, it is important to know how much time is being allocated to your clients.
Come learn how to track your time using TimeLyft. We will share best practices on how to
track time spent on contacts and as well as on retrieving that data from Redtail CRM using
our shared integration.

 

    Title
    (Redtail) Building Your Tech Stack - TimeLyft - Time & Productivity Management Software For Advisors and Firms [13:38]
    URL Name
    Building-Your-Tech-Stack-TimeLyft-Time-Productivity-Management-Software-For-Advisors-and-Firms-13-38
    TrainingTraining > Redtail Webinars