Live in Five Playlist - A Guide for New Users

You can find a downloadable PDF version of this playlist at the bottom of the page!

In addition to the suggested roadmap below, the question mark in the top, right-hand corner of your CRM is your best friend! Click on this icon to submit a help ticket, access our help desk, suggest a feature or enhancement and more!

1. Get acclimated with your CRM by watching the Redtail CRM Overview Demo. This is our most popular webinar, a flyby of the CRM system showing you the ins and outs of the product.

• Access a live schedule HERE (the Overview Demo is every Tuesday)
• Find a recorded version of the demo HERE

2. Redtail CRM is coded to function in a certain way, i.e. Pulling primary addresses and designating a head of household. Get to know things you should know by day 1, day 2 or on an ongoing basis with this checklist HERE.

3. Brush up on some of the most day-to-day to functions of the CRM, you can check out the following Getting Started series of videos:


4. Learn best practices for relationship linking, client segmentation, planning to-do’s or tracking history with the Redtail: First Steps Guide. Check out other recommendations HERE.

5. You’ll want to schedule yourself for continued education webinars HERE whenever you see a topic that you find interesting on our schedule. Trainings occur every Thursday at 11am PST and after you take notes throughout you can ask a live trainer questions at the end. We record all of these topical sessions and put them in our webinar library for you to check out HERE.

Note: If you’re not a video person, we suggest you bookmark After you select the Redtail CRM tile, HERE you will find documentation with screenshots on actions you’ll perform in the CRM. You’ll also find a search bar in the top-right—for example, if you want to quickly search, “Is there a way to run mail merges in Redtail?” you can find step-by-step help immediately!

If you have any questions, please don’t hesitate to call us at

800.206.5030 option 2 for Sales

800.206.5030 option 3 for Support.




Was this article helpful?
2 out of 2 found this helpful
Have more questions? Submit a request


Powered by Zendesk