For advisors that have both RightFlows and the Redtail integration enabled, workflow notifications for linked households will be visible within Redtail. This allows workflow progress on the RightCapital side to be easily tracked within Retdail.
A "linked household" is a client household that has been imported from Redtail into RightCapital, establishing a link between the two platforms. For instructions on importing households from Redtail into RightCapital, click here.
How to view RightFlows notifications in Redtail CRM
Upon activating RightFlows, advisors will begin to see Notes imported into Redtail whenever the activities listed below occur in RightCapital for linked households. These notifications will be posted to the Redtail advisor dashboard, in addition to the client’s page:
1
A step is completed within a workflow:
2
A workflow is completed in its entirety:
3
A workflow is deleted in its entirety:
