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Manage your CRM: How to customize your Report and Miscellaneous preferences
Redtail offers many opportunities to customize your CRM, including the Report and Miscellaneous preferences you can suit to your needs.
Tips from Redtail’s Training Team: How to Handle . . . New Employees
Redtail CRM provides you with tools to streamline onboarding of new employees and get them up-to-speed in their usage of your Redtail database.
Use Redtail CRM as a resource for your client outreach this holiday season!
Visit our updated Redtail CRM Holiday Resources guide for features and integrations you can use to assist with holiday outreach this season!
Manage your CRM: How to customize your Email preferences
Redtail offers many opportunities to customize your CRM, including Email preferences to establish your signature, photo, etc., for internal and Broadcast emails.
Tips from Redtail’s Training Team: How to Handle . . . Prospecting
Every growing business needs to foster new leads to thrive. By leveraging tools within Redtail CRM, you can make prospecting less strenuous and time consuming.
Manage your CRM: How to customize your Dashboard Reminders and Searching preferences
Redtail offers many opportunities to customize your CRM. Here we’ll look at options for customizing your “Dashboard Reminders" and "Searching" preferences.
Tips from Redtail’s Training Team: How to Handle . . . Multiple Rep Codes
Redtail CRM makes it easy to designate specific staff members or teams for the various interactions a client has with the firm.
Tips from Redtail’s Training Team: How to Handle . . . Client Loyalty
You can keep clients longer by giving them reasons not to leave. Learn how to use Redtail CRM to reward client loyalty.
Tips from Redtail’s Training Team: How to Handle . . . RMDs
By managing and tracking RMDs in Redtail CRM, you keep everything in one secure location for your entire office to reference and utilize.
Manage your CRM: How to customize your Notification Options preferences
Redtail offers many opportunities to customize your CRM. Here we’ll look at options for customizing your “Notification Options” preferences.
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