Prospect Intake Form

Congratulations on a new prospect! You can enter their information here to add them to the system. Once you input the data here, all the information will be available in RedTail under the Opportunities tab and an associated Contact profile will be created under the prospect's name.

Have an idea you'd like to add to the page? Feedback about the process? Great! Send an email to [email protected] with your thoughts, questions, comments, and concerns.