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Contact: 800-206-5030
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
Pacific Time
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
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!
21
Oct
2021
Manage your CRM: How to customize your Email preferences
Category: Resources
Redtail offers many opportunities to customize your CRM, including Email preferences to establish your signature, photo, etc., for internal and Broadcast emails.
14
Oct
2021
Tips from Redtail’s Training Team: How to Handle . . . Prospecting
Category: Resources
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.
17
Sep
2021
Manage your CRM: How to customize your Dashboard Reminders and Searching preferences
Category: Resources
Redtail offers many opportunities to customize your CRM. Here we’ll look at options for customizing your “Dashboard Reminders" and "Searching" preferences.
16
Sep
2021
Tips from Redtail’s Training Team: How to Handle . . . Multiple Rep Codes
Category: Resources
Redtail CRM makes it easy to designate specific staff members or teams for the various interactions a client has with the firm.
02
Sep
2021
Tips from Redtail’s Training Team: How to Handle . . . Client Loyalty
Category: Resources
You can keep clients longer by giving them reasons not to leave. Learn how to use Redtail CRM to reward client loyalty.
23
Aug
2021
Tips from Redtail’s Training Team: How to Handle . . . RMDs
Category: Resources
By managing and tracking RMDs in Redtail CRM, you keep everything in one secure location for your entire office to reference and utilize.