Contact: 800-206-5030
support@redtailtechnology.com

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Corporate & Billing:
Mon-Fri 7am-4pm
Pacific Time
Ext. 4
Redtail Technology > News >
11 Nov 2021
How to Handle Feature
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
How to Handle Feature
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
How to Handle Feature
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
How to Handle Feature
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
How to Handle Feature
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.