CRM Archives - Page 3 of 8 - Redtail Technology

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

Login

Free Trial

Redtail Technology > News > CRM

Manage Your CRM – General Options

<img data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" />

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.

Redtail Blog Feature Graphic - Newsletter Release

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Newsletter Release" title="Redtail Blog Feature Graphic - Newsletter Release" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Newsletter Release" title="Redtail Blog Feature Graphic - Newsletter Release" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Newsletter Release" title="Redtail Blog Feature Graphic - Newsletter Release" />

Read Redtail’s June 2022 newsletter

Category: Monthly Newsletter

Read our June newsletter for 2022 T3 Survey results, new How to Handle and Managing Your CRM series posts, Best Paw Forward winners, and more.

How to Handle Feature

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.

Manage Your CRM – General Options

<img data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" />

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.

Redtail Blog Feature Graphic - Newsletter Release

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Newsletter Release" title="Redtail Blog Feature Graphic - Newsletter Release" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Newsletter Release" title="Redtail Blog Feature Graphic - Newsletter Release" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Newsletter Release" title="Redtail Blog Feature Graphic - Newsletter Release" />

Read Redtail’s May 2022 newsletter

Category: Monthly Newsletter

Read our May newsletter for info on the big Orion news, CRM release notes, our Managing Your CRM series, Best Paw Forward winners, and more.

Manage Your CRM – General Options

<img data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" />

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.

Wealth Tech Americas Awards 2022

Redtail is a winner at the WealthTech Americas Awards 2022!

Category: Awards/Recognition

Redtail is honored to be named the winner of the WealthTech Americas 2022 CRM Solution Provider award in the US categories.

Redtail Blog Feature Graphic - Newsletter Release

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Newsletter Release" title="Redtail Blog Feature Graphic - Newsletter Release" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Newsletter Release" title="Redtail Blog Feature Graphic - Newsletter Release" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Newsletter Release" title="Redtail Blog Feature Graphic - Newsletter Release" />

Read Redtail’s April 2022 newsletter

Category: Monthly Newsletter

Read our April newsletter for our 2021 annual survey results, CRM mobile release notes, integration updates, and more.

Manage Your CRM – General Options

<img data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" />

Manage your CRM: Manage Broadcast Emails and Email Templates

Category: Resources

Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Email Templates and Broadcast Emails.

Redtail Blog Feature Graphic - Newsletter Release

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Newsletter Release" title="Redtail Blog Feature Graphic - Newsletter Release" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Newsletter Release" title="Redtail Blog Feature Graphic - Newsletter Release" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Newsletter Release" title="Redtail Blog Feature Graphic - Newsletter Release" />

Read Redtail’s March 2022 newsletter

Category: Monthly Newsletter

Read our March newsletter for an interview with Redtail CEO Brian McLaughlin about Redtail Speak, advisor lessons from Zombieland, and more.

PREV
1
2
3
4
5
…
8
NEXT