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Ext. 3
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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
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.
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
22
Oct
2021
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
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
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
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: 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
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
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
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