How do I connect Red Capture to Redtail CRM?
Red Capture will automatically connect to your Redtail CRM account when you sign in with your Redtail credentials.
Does Red Capture store information about my Clients?
Temporarily. Red Capture stores form data securely only until your client completes the New Client Form. Client data is deleted after your client completes the form and Red Capture sends the client data to Redtail CRM
How do I know if a Client completes a form?
Red Capture will send you an email notification and the client will be automatically created in Redtail CRM
Will my personal client web link (URL) ever expire?
No. Your web link will remain active as long as you are a user under your company's Red Capture account.
Does Red Capture send my new clients my web link?
No. Red Capture doesn't know anything about your clients until they fill out the New Client Form. Therefore, you can text or email your new clients your link as well as publish your link on your website or marketing materials.