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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
25
Mar
2022
Manage your CRM: Manage Broadcast Emails and Email Templates
Category: FinTech Industry
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: FinTech Industry
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: FinTech Industry
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: FinTech Industry
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: FinTech Industry
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: FinTech Industry
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.
21
Oct
2021
Manage your CRM: How to customize your Email preferences
Category: FinTech Industry
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: FinTech Industry
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.
28
Sep
2021
The Role of Education in Financial Technology Adoption
Category: FinTech Industry
Redtail's Rick Williamson breaks down three ways to create useful training environments for advisors across backgrounds and learning styles.
17
Sep
2021
Manage your CRM: How to customize your Dashboard Reminders and Searching preferences
Category: FinTech Industry
Redtail offers many opportunities to customize your CRM. Here we’ll look at options for customizing your “Dashboard Reminders" and "Searching" preferences.