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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
21
Apr
2023
Manage your CRM: Manage Database Contact Lists
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Database Contact Lists to reflect the terminology used in your office.
23
Mar
2023
Manage your CRM: Manage Database Account Lists
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Database Account Lists to reflect the terminology used in your office.
26
Oct
2022
Manage your CRM: Manage Workflow Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Workflow Templates in Redtail.
16
Aug
2022
Manage your CRM: Manage Note Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Note Templates in Redtail.
22
Jul
2022
Manage your CRM: Manage Mail Merge Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Mail Merge Templates in Redtail.
23
Jun
2022
Tips from Redtail’s Training Team: How to Handle . . . Employee Departure
Category: Resources
Redtail provides you with best practices in terms of updates you need to make in your CRM when one of your employees leaves your firm.
16
Jun
2022
Manage your CRM: Manage Custom Export Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Custom Export Templates in Redtail.
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.