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Corporate & Billing:
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Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 8am-5pm
Pacific Time
Ext. 4
22
Jun
2021
Manage your CRM: How to customize your Calendar Management preferences
Category: Resources
Redtail offers you many opportunities to customize your CRM. Here we’ll look at options for customizing your “Calendar Management” preferences.
11
Jun
2021
New Partner Spotlight with Altigo on June 16!
Category: Integrations
Making Alternative Investments as easy to own as a Mutual Fund with Altigo and Redtail. Join this webinar on June 16 to learn more.
09
Jun
2021
Ten Questions to Evaluate a CRM System
Category: Resources
Redtail CEO Brian McLaughlin's questions for approaching CRM evaluation offer guidance for choosing this integral piece of your tech stack.
08
Jun
2021
Release Note Focus: Users can now restore deleted Workflow Templates
Category: Release Notes
Restore any deleted workflow templates in your Redtail CRM database quickly and easily with only a few clicks (and no support) required.
08
Jun
2021
Updated integration with Schwab Advisor Center!
Category: Integrations
Integration updates include the ability to initiate Schwab Digital Account Opens from Redtail CRM and also the ability to view Schwab alerts within Redtail.
04
Jun
2021
Practice Management Takeover with Neal Quon on June 8
Category: Best Practices
Join us as we explore tech and activities that have emerged for advisors during the pandemic. Register now for this webinar with Neal Quon.
03
Jun
2021
Join Us Virtually @ iNSITE 2021
Category: FinTech Industry
Grab your virtual seat and register today for INSITE 2021! You will also have the opportunity to check out Redtail’s on-demand session.
02
Jun
2021
Read Redtail’s June 2021 newsletter
Category: Monthly Newsletter
Read our June newsletter for updates to workflow templates, Best Paw Forward Photo Challenge winners, info on Managing your CRM, and more . . .
01
Jun
2021
Redtail’s Best Paw Forward Photo Challenge May winner
Category: Culture
We asked for your pup photos for our Best Paw Forward Photo Challenge - you came through in a big way! Find out who our April winner was today!
26
May
2021
New Partner Spotlight with Knudge on June 1!
Category: Integrations
Managing Client Action Items with Knudge & Redtail CRM. Join this webinar on June 1 to learn more about the Knudge integration with Redtail.