Viewing Your Redtail, Salesforce, and Wealthbox Import History : Campaigns

Viewing Your Redtail, Salesforce, and Wealthbox Import History Print

You can easily view your most recent contact imports from Redtail, Salesforce, or Wealthbox by following these steps:

Click on the My Contacts icon in the left menu of your Snappy dashboard.
Select Import & Sync History from the available options.
A page will load displaying the history of your CRM imports, including details of past imports from Redtail, Salesforce, and Wealthbox.

This allows you to track and review your contact import activity efficiently.

Jason is the author of this solution article.

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Viewing Your Redtail, Salesforce, and Wealthbox Import History Print