Using Redtail CRM

This is the help documentation for the previous version of the Redtail CRM, known as "Leapfrog" or "Legacy".

Recorded Sessions - Leapfrog

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Release Notes

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Getting Started

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Navigation

Accounts

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Calendar/Activity Management

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Contact Management

See all 110 articles

Integrations

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Mail Merge

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Manage Your Account

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Notes

Reports

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Searching Your Database

See all 91 articles

Sync Your Data

Windows/Browser-specific Recommendations

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Feature Requests