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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
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.
03
May
2022
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.
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.
06
Apr
2022
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.
25
Mar
2022
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.
01
Mar
2022
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.
11
Feb
2022
Manage your CRM: Manage Team Notices and Web Links
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Team Notices and Web Links.
01
Feb
2022
Read Redtail’s February 2022 newsletter
Category: Monthly Newsletter
Read our February newsletter for a new Manage Your CRM series post, new integrations, Best Paw Forward winners in January, and more.
20
Jan
2022
Manage your CRM: Manage your Integrations
Category: Resources
Redtail offers many opportunities to customize your CRM; the integrations your office takes advantage of greatly extend those capabilities.
04
Jan
2022
Read Redtail’s January 2022 newsletter
Category: Monthly Newsletter
Read our January newsletter for a new Manage Your CRM series post, new integrations, Best Paw Forward winners in December, and more.