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Mon-Fri 8am-4pm
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Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
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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
Billing:
Mon-Fri 6am-3pm
Pacific Time
Ext. 4
23
Mar
2023
Manage your CRM: Manage Database Account Lists
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Database Account Lists to reflect the terminology used in your office.
09
Mar
2023
Practice Management Takeover with Kate Guillen on March 14th
Category: Best Practices
Join Redtail and Kate Guillen for this Practice Management Takeover to learn how to leverage your team's strengths and improve efficiency
09
Feb
2023
Practice Management Takeover with Jennifer Goldman on February 14th
Category: Best Practices
Join Redtail and Jennifer Goldman for this Practice Management Takeover: Accelerate Growth and Scalability using Collaboration Tools
07
Feb
2023
Release Note Focus: Two new Redtail Speak features now available
Category: Release Notes
Incoming text messages (pre-invites) and Call Forwarding (for Pro level accounts) are now available in Redtail Speak.
24
Jan
2023
Release Note Focus: Reminders are now accessible in Redtail Mobile!
Category: New Features, Release Notes
You can now access and view your CRM Reminders when using the Redtail app, as well as completing Workflows Tasks from those Reminders.
06
Jan
2023
Practice Management Takeover with Stephanie Dannebaum on January 10th
Category: Best Practices
Join Redtail and Stephanie Dannebaum for this Practice Management Takeover to learn how to make sure your database is in good working order for the new year.
08
Dec
2022
Release Note Focus: Redtail has rolled out a completely new version of Imaging today!
Category: Release Notes
Redtail Imaging is all new, with a modern, overhauled user interface, new licensing structures with increased storage limits, and much more!
28
Oct
2022
Practice Management Takeover with Adam Cmejla on November 1st
Category: Best Practices
Join Redtail and Adam Cmejla for this Practice Management Takeover to learn how to better use workflows for a cohesive client experience
26
Oct
2022
Manage your CRM: Manage Workflow Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Workflow Templates in Redtail.
25
Oct
2022
Introducing Redtail Campaigns!
Category: Marketing
Redtail Campaigns, a new marketing platform powered by Snappy Kraken, is now available during an Early Access period for advisors looking to ramp up their prospect and client e...