Interested in joining our mailing list(s)?
Contact: 800-206-5030
support@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 7am-4pm
Pacific Time
Ext. 4
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 7am-4pm
Pacific Time
Ext. 4
26
May
2022
Tips from Redtail’s Training Team: How to Handle . . . Client Death
Category: Resources
Redtail provides you with best practices in terms of updates you need to make in your CRM when one of your clients passes away.
19
May
2022
Manage your CRM: Manage Automations
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize and use Automation Templates in Redtail CRM.
21
Apr
2022
Manage your CRM: Manage Activity Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize and use Activity Templates in Redtail CRM.
25
Mar
2022
Manage your CRM: Manage Broadcast Emails and Email Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Email Templates and Broadcast Emails.
11
Feb
2022
Manage your CRM: Manage Team Notices and Web Links
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Team Notices and Web Links.
20
Jan
2022
Manage your CRM: Manage your Integrations
Category: Resources
Redtail offers many opportunities to customize your CRM; the integrations your office takes advantage of greatly extend those capabilities.
20
Dec
2021
Manage your CRM: Understanding the “Switch Database” option
Category: Resources
Redtail offers many opportunities to customize your CRM; it also allows admin users to grant CRM access to switch-in users when needed.
17
Nov
2021
Manage your CRM: How to customize your Report and Miscellaneous preferences
Category: Resources
Redtail offers many opportunities to customize your CRM, including the Report and Miscellaneous preferences you can suit to your needs.
11
Nov
2021
Tips from Redtail’s Training Team: How to Handle . . . New Employees
Category: Resources
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.
29
Oct
2021
Use Redtail CRM as a resource for your client outreach this holiday season!
Category: Resources
Visit our updated Redtail CRM Holiday Resources guide for features and integrations you can use to assist with holiday outreach this season!