Did I Do that? - Productivity in your CRM [20:54]

“Did I do that?” We’ve all ran into the scenario of something being changed in the CRM—but no one owning up to it. Your entire business is operating your Redtail CRM and you have a right to know the changes, additions and deletions being made to your system.

This previously recorded session will teach you all about the different monitoring tools within the CRM as well as ways to restrict users from making any permanent mistakes to your data!


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