You separated your book of your clients and now you want to dedicate a different level of customer service to each type of client. Use CRM tools to implement annual reminders for calls, meetings and gifts so clients feel special beyond the Thanksgiving holiday.
This recorded webinar will help you learn all about the different ways you can make clients never forget the experience you provide to them, all in the newest version of Redtail CRM - Tailwag!
Click the link below for more information on each of the features covered in the video:
01:25 - Contact Statuses and Categories
02:22 - Manage Database Lists Webinar
04:40 - Contact Overview - Client Review
09:06 - Quick Add Activity
11:25 - Repeating Activities
13:47 - Birthday Reminders
16:03 - Birthdays on the Calendar
16:32 - Birthday Reminder Report
16:55 - Keywords
18:00 - Workflows
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.