RTU Masters is on the Horizon!

Redtail Technology is excited to announce a new, unique experience
for a small group of Redtail users to participate in a VIP experience at our home office in Sacramento, California!

RTU Masters is designed for power users with advanced Redtail CRM experience (at least 2 years),
skipping over basic usage to dive deep into situational application.

What parts of Redtail CRM should I be proficient in?

CRM Navigation and Functionality
Cleaning Up CRM Data
Adding CRM Data (Contacts, Notes, Activities, Lists, etc.)
Building Templates (Workflows, Mail Merge, Automations)
Advanced Searching and Reporting

What can I expect at RTU Masters?

Exclusive face time with department heads, panel discussions, and an update from the CEO, Brian McLaughlin.

Scenario-focused training that analyzes financial professional situations and how to apply Redtail CRM to handle them most efficiently and effectively.

Learn how offices apply their technology to meet challenges and share with others your own unique experiences.

Day 1 includes Cocktail Hour and Dinner
Day 2 includes Lunch

Tours of Redtail HQ

Please download and fill out an RTU Masters Application and email it back to training@redtailtechnology.com.
Someone from our training team will reach out to you shortly thereafter!