Follow

Redtail 2.0 Overview! - February 2017 [14:06]

 MonthluUpdates_header.jpg

Watch this recorded session where we cover the best new features in Tailwag and why it's time for YOU to finally switch over to the latest version of the CRM. If you are already on the new version, more information about recent updates are explained further as they are released in this post. 

 

Click the link below for more information on each of the features covered in the video: 

00:20 - Today (Formerly named "Today's Overview") 

01:57 - Team Notices

03:28 - Calendar 

04:33 - Adding an Activity

06:14 - Contact Record

06:33 - Important Information

08:04 - Roles 

08:29 - Notes

09:15 - Reports

10:43 - Opportunity Tracker

11:14 - Seminar Managment

11:50 - Social

12:00 - Workflows/ Roles in Workflows

helpdesk_VIDEOfooter.jpg

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk