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 help.redtailtechnology.com. 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.