How to Handle Archives - Redtail Technology

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.

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.

11 Nov 2021

Tips from Redtail’s Training Team: How to Handle . . . New Employees

Category: Resources

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.

14 Oct 2021

Tips from Redtail’s Training Team: How to Handle . . . Prospecting

Category: Resources

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.

16 Sep 2021

Tips from Redtail’s Training Team: How to Handle . . . Multiple Rep Codes

Category: Resources

Redtail CRM makes it easy to designate specific staff members or teams for the various interactions a client has with the firm.

02 Sep 2021

Tips from Redtail’s Training Team: How to Handle . . . Client Loyalty

Category: Resources

You can keep clients longer by giving them reasons not to leave. Learn how to use Redtail CRM to reward client loyalty.

23 Aug 2021

Tips from Redtail’s Training Team: How to Handle . . . RMDs

Category: Resources

By managing and tracking RMDs in Redtail CRM, you keep everything in one secure location for your entire office to reference and utilize.

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