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Redtail Technology > News >
06 Jan 2023
Practice Management blog feature - Stephanie Dannebaum
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.
28 Oct 2022
Practice Management blog feature - Adam Cmejla
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
22 Oct 2021
Redtail Blog Feature Graphic - Best Practices
Ensuring Consistency and Creating Team Accountability using Workflows in Redtail CRM
Category: Integrations
This webinar on Oct. 26 will explore what workflows are, how to build one, and why your team needs them, along with exclusive integration options with SEI.
08 Oct 2021
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.
24 Sep 2021
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
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.
06 Aug 2021
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.
08 Jun 2021
Redtail CRM updates banner
Release Note Focus: Users can now restore deleted Workflow Templates
Category: Release Notes
Restore any deleted workflow templates in your Redtail CRM database quickly and easily with only a few clicks (and no support) required.
02 Jun 2021
Redtail newsletter
Read Redtail’s June 2021 newsletter
Category: Monthly Newsletter
Read our June newsletter for updates to workflow templates, Best Paw Forward Photo Challenge winners, info on Managing your CRM, and more . . .
15 May 2021
Redtail CRM updates banner
Release Note Focus: Updates to the Workflow Template creation process
Category: Release Notes
The Redtail CRM workflow template creation and editing process has been streamlined to reduce clicks and keep everything relevant on one page