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Support:
Mon-Fri 5am-5pm
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Ext. 3
Corporate & Billing:
Mon-Fri 8am-5pm
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Ext. 4
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 8am-5pm
Pacific Time
Ext. 4
24
Nov
2020
Release Note Focus: private activities can now be created from Redtail Mobile!
Category: New Features, Release Notes
You can now create/set privacy options for activities from the app. Also, style options for Note, Workflow, Opportunity, and Activity descripti...
17
Nov
2020
Redtail CRM Holiday Resources
Category: Resources
If you have any questions about Redtail tools you can use to assist with holiday outreach, check out this resource designed to assist you.
20
Oct
2020
Redtail CRM Calendar and Activity Management Resources
Category: Resources
If you have any questions about Redtail activity management or your calendar, check out this resource designed to assist you.
29
Sep
2020
Redtail CRM Workflow Resources
Category: Resources
If you have any questions about Redtail workflows, check out this workflows resource with links to documentation and recorded webinars, as well...
21
Sep
2020
Release Note Focus: Workflows and Contact Favorites added to Redtail Mobile!
Category: New Features, Release Notes
You can now access, edit, and/or complete your Workflow Tasks in Redtail Mobile. We've also added contact favorite visibility in the app.
16
Sep
2020
Training from Home: Victory in a Virtual World series
Category: Training
We are excited to officially open registration, free of charge, for our Training From Home: Victory in a Virtual World series.
20
Aug
2020
Release Note Focus: Updated look for Redtail CRM’s login and subscription pages
Category: Release Notes
The primary Redtail CRM updates of note this week are look and feel updates to our login and subscription pages.
07
Aug
2020
Release Note Focus: Favorite Reports? Check! And that’s just the beginning of this week’s updates!
Category: New Features, Release Notes
Redtail CRM has added the ability to mark reports as favorites, plus local time zones for contacts, new custom export fields, and more!
06
Aug
2020
Release Note Focus: Two highly requested Redtail mobile updates just released!
Category: New Features, Release Notes
We're excited to announce that contact photo uploads and repeating activity creation and editing are now available within Redtail's mobile app!
23
Jul
2020
Release Note Focus: Two new bulk actions available!
Category: New Features, Release Notes
Redtail CRM has added the ability to make bulk changes to Form CRS Dates. Also, users can now remove role assignments in bulk.