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support@redtailtechnology.com
sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
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sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
20
Aug
2019
Start with a Head Start: Note and Activity Templates Are Going to Save You Some Serious Time!
Category: Best Practices, New Features
We've always encouraged advisors to take detailed notes and to track their activities in Redtail CRM. We are glad we can now offer Note and Activity Templates.
10
Apr
2019
Retriever Cloud for Office 365 is now available!
Category: New Features
Redtail CRM subscribers now have true two-way sync capabilities between Redtail and Office 365.