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Redtail Technology > News > Redtail CRM

How to Handle Feature

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/08/How-to-Handle_Blog-Image_Resized-scaled-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/08/How-to-Handle_Blog-Image_Resized-scaled-350x260.jpg" width="350" height="260" alt="How to Handle Feature" title="How to Handle Feature" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/08/How-to-Handle_Blog-Image_Resized-scaled-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/08/How-to-Handle_Blog-Image_Resized-scaled-350x260.jpg" width="350" height="260" alt="How to Handle Feature" title="How to Handle Feature" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/08/How-to-Handle_Blog-Image_Resized-scaled-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/08/How-to-Handle_Blog-Image_Resized-scaled-350x260.jpg" width="350" height="260" alt="How to Handle Feature" title="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.

Blog Feature Practice Management - Kate Guillen

Practice Management Takeover with Kate Guillen, Founder of Simplicity Operations Management, on Oct 12

Category: Best Practices

Adapting processes for in-person and virtual meetings. Join us for this Practice Management Takeover on October 12.

Best Practices header

<img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/04/best-practices-header-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/04/best-practices-header-350x260.jpg" width="350" height="260" alt="Best Practices header" title="Best Practices header" />

Practice Management Takeover with Adam Cmejla on Sept 28

Category: Best Practices

Utilizing Workflows to Drive a Repeatable & Consistent Prospecting Process. Join us for this Practice Management Takeover on Sept. 28

Manage Your CRM – General Options

<img class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" />

Manage your CRM: How to customize your Dashboard Reminders and Searching preferences

Category: Resources

Redtail offers many opportunities to customize your CRM. Here we’ll look at options for customizing your “Dashboard Reminders" and "Searching" preferences.

How to Handle Feature

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/08/How-to-Handle_Blog-Image_Resized-scaled-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/08/How-to-Handle_Blog-Image_Resized-scaled-350x260.jpg" width="350" height="260" alt="How to Handle Feature" title="How to Handle Feature" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/08/How-to-Handle_Blog-Image_Resized-scaled-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/08/How-to-Handle_Blog-Image_Resized-scaled-350x260.jpg" width="350" height="260" alt="How to Handle Feature" title="How to Handle Feature" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/08/How-to-Handle_Blog-Image_Resized-scaled-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/08/How-to-Handle_Blog-Image_Resized-scaled-350x260.jpg" width="350" height="260" alt="How to Handle Feature" title="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.

How to Handle Feature

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/08/How-to-Handle_Blog-Image_Resized-scaled-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/08/How-to-Handle_Blog-Image_Resized-scaled-350x260.jpg" width="350" height="260" alt="How to Handle Feature" title="How to Handle Feature" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/08/How-to-Handle_Blog-Image_Resized-scaled-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/08/How-to-Handle_Blog-Image_Resized-scaled-350x260.jpg" width="350" height="260" alt="How to Handle Feature" title="How to Handle Feature" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/08/How-to-Handle_Blog-Image_Resized-scaled-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/08/How-to-Handle_Blog-Image_Resized-scaled-350x260.jpg" width="350" height="260" alt="How to Handle Feature" title="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.

How to Handle Feature

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/08/How-to-Handle_Blog-Image_Resized-scaled-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/08/How-to-Handle_Blog-Image_Resized-scaled-350x260.jpg" width="350" height="260" alt="How to Handle Feature" title="How to Handle Feature" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/08/How-to-Handle_Blog-Image_Resized-scaled-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/08/How-to-Handle_Blog-Image_Resized-scaled-350x260.jpg" width="350" height="260" alt="How to Handle Feature" title="How to Handle Feature" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/08/How-to-Handle_Blog-Image_Resized-scaled-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/08/How-to-Handle_Blog-Image_Resized-scaled-350x260.jpg" width="350" height="260" alt="How to Handle Feature" title="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.

Thank you

Redtail again tops RIA in a Box’s CRM Category in their annual survey

Category: Survey

RIA in a Box's 2021 technology survey results were posted yesterday, and Redtail CRM again had a very strong showing.

Manage Your CRM – General Options

<img class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" />

Manage your CRM: How to customize your Notification Options preferences

Category: Resources

Redtail offers many opportunities to customize your CRM. Here we’ll look at options for customizing your “Notification Options” preferences.

Best Practices header

<img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/04/best-practices-header-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2020/04/best-practices-header-350x260.jpg" width="350" height="260" alt="Best Practices header" title="Best Practices header" />

Practice Management Takeover with Derek Notman, Founder of Conneqtor, on August 10

Category: Best Practices

In order to be relevant, searchable, and thrive in the digital world, financial advisors simply must learn how to flaunt their digital assets.

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