Redtail CRM is designed with multiple users in mind. We want you to be able to share your database with other advisors, partners, and support staff. But something you don't want everyBODY seeing everyTHING. That is where permissions and privacy options come into play.
Permissions and privacy options allow you to decide who does and does not have access to certain areas of your database including notes, activities, opportunities, and whole contacts.
This previously recorded session will show you what type of viewing limits you can include in your CRM and why you might want to include them, all in the Tailwag version of Redtail CRM.
Click the link below for more information on each of the features covered in the video:
01:34 - Recently Viewed Contacts
01:45 - Contact Overview - Permissions
02:42 - Permissions in Bulk
03:55 - Users and Teams
04:43 - Permission Notes
07:40 - Opportunity Permissions
09:50 - Activity Privacy Options
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.