"Adapt or die." - Moneyball
Change can be scary, but it is almost always necessary. Don’t let the fear of change hold you back from missing out on what’s great about Tailwag. Redtail has taken well over 2500 user suggestions for changes, improvements, new features, and enhancements, and put YOUR feedback into the Tailwag version of Redtail.
Watch this recorded session where we cover the best new features and why it's time for YOU to finally switch over to the latest version of the CRM.
Click the link below for more information on each of the features covered in the video:
00:00 - Migrating to Tailwag: FAQ
01:25 - Call Support Team
03:38 - Navigation
08:00 - Timeline
09:42 - Calendar
13:58 - Retriever for Tailwag
15:06 - Contact Record
16:37 - Date of Death
17:28 - Family
19:32 - Notes on the Contact Record
23:05 - Reports
23:25 - No Contact Report
24:45 - Contacts by Duplicate Names
25:30 - Contacts by RMD Report
26:31 - Advanced Search
30:15 - Opportunity Tracker
31:31 - Workflows
35:41 - Workflow Recorded Webinar Series
36:29 - Automations
Does something in the video look different than your screen? Redtail's Development team is continually releasing updates to the Tailwag CRM. See this post for the most up to date descriptions of new features and recent issue fixes. For recorded videos that overview CRM system updates, click here.