To Export your data from Redtail’s Tailwag CRM:

1. Navigate to “Manage Your Account.”

2. Within the “Admins Only” section, click “Dropbox files and Database Backups.”

3. In the top right corner, click “Request database backup”

When the backup completes, you will see a link to the zip file appear on this same screen. Download this file and upload to Wealthbox by clicking here.

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