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Summer Series 2020

Redtail Technology > Summer Series 2020
Training from Home Summer Series image

I just wanted to recognize Katherine Beltran and Curtis Ware on how well they conducted the classes I recently attended online. They have great chemistry bouncing back and forth on each other. I should be going to sleep during these meetings, LOL, but they keep it high energy and entertaining. PLUS I actually learned a few new things!! And I’m an experienced user, so I always love to learn a little more about your CRM. They did a fantastic job and should be recognized for their hard work.

Maya

Not a question … just a comment! This training is fantastic and extremely helpful. Thanks so much!

Ellen

What is Training from Home Summer Series?

Our Training from Home Summer Series is an online training conference presented FREE of charge over the course of two days, repeated throughout the summer. We wanted to provide our users with exclusive, in-depth training on Redtail CRM from the comfort of their own homes, patios, poolside, or wherever they’re most comfortable training online!

Day 1 of the Summer Series focuses all on History in your CRM, and the best ways to record that history and report on it. Topics included in the Day 1 agenda include Notes, Activities, Calendar Management, Reminders, Workflows, Automations, and Reporting. We’ll then take those topics and show you strategic situations in which you can apply some or all of them for maximum efficiency.

Day 2 is all about the Information that gives your CRM life. A CRM is only as good as the information inside of it, and we’ll focus on the many aspects of keeping that information clean, consistent, and useable in segmenting and marketing. Topics included in the Day 2 agenda include Database Lists, Customization, Clean Up, The Contact Record, Searching, Reporting, Marketing, Seminars, and Opportunities. Strategic scenarios will also be presented in which some or many of those tools can be used.

Most importantly, Day 1 and Day 2 require separate registration for each Day. Registering for Day 1 does not guarantee you a seat for Day 2 unless you register for it separately. These same trainings will be repeated again throughout the summer. You can see the full Summer Series agenda by clicking the button below.

Registration is limited for each Course, but don’t worry! If registration is full for a particular Course, we’ll be repeating our sessions throughout the summer. Likewise, every course will be recorded and made available on our Helpdesk for further reference!

Day 1

Course 1 – History: Record & Report (9am – 12pm PST)
Course 2 – History: Strategic Skills Challenge (12:30pm – 2pm PST)

Thank you for attending!

Day 2

Course 3 – Information: Organize, Segment, & Usage (9am – 12pm PST)
Course 4 – Information: Strategic Skills Challenge (12:30pm – 2pm PST)

Thank you for attending!

To see the full agenda with topics, breaks, and more, please click Agenda button above.

Day 1

Course 1 – History: Record & Report (9am – 12pm PST)
Course 2 – History: Strategic Skills Challenge (12:30pm – 2pm PST)

Thank you for attending!

Day 2

Course 3 – Information: Organize, Segment, & Usage (9am – 12pm PST)
Course 4 – Information: Strategic Skills Challenge (12:30pm – 2pm PST)

Thank you for attending!

To see the full agenda with topics, breaks, and more, please click Agenda button above.

Day 1

Course 1 – History: Record & Report (9am – 12pm PST)
Course 2 – History: Strategic Skills Challenge (12:30pm – 2pm PST)

Day 2

Course 3 – Information: Organize, Segment, & Usage (9am – 12pm PST)
Course 4 – Information: Strategic Skills Challenge (12:30pm – 2pm PST)

To see the full agenda with topics, breaks, and more, please click Agenda button above.

Day 1

Course 1 – History: Record & Report (9am – 12pm PST)
Course 2 – History: Strategic Skills Challenge (12:30pm – 2pm PST)

Registration Opening Soon

Day 2

Course 3 – Information: Organize, Segment, & Usage (9am – 12pm PST)
Course 4 – Information: Strategic Skills Challenge (12:30pm – 2pm PST)

Registration Opening Soon

To see the full agenda with topics, breaks, and more, please click Agenda button above.

Day 1

Course 1 – History: Record & Report (9am – 12pm PST)
Course 2 – History: Strategic Skills Challenge (12:30pm – 2pm PST)

Registration Opening Soon

Day 2

Course 3 – Information: Organize, Segment, & Usage (9am – 12pm PST)
Course 4 – Information: Strategic Skills Challenge (12:30pm – 2pm PST)

Registration Opening Soon

To see the full agenda with topics, breaks, and more, please click Agenda button above.

Meet your trainers

Want to learn more about Redtail? Looking to become a power user? We encourage our users to take advantage of the many online Training resources at their disposal.