Learning Path Playlist - Leveled

Redtail Learning Path

Note: You can download at PDF version of this playlist at the bottom of the article!

Many users want to learn the basics, then ramp it up as they become more comfortable with their tools. We’ve found that this order is the most frequently followed by users moving from Redtail rookies to experts!

1. Getting Started Playlist: Get started learning about the newest evolution of Redtail CRM with the resources listed in our Live in 5 playlist.

2. Recorded Webinars & Documentation: The backbone of our training, every webinar we run is recorded and posted for quick viewing at your own convenience. To support your webinar education, there is also a library of HelpDesk Documentation to take you step by step through concept and execution.

Beginner: You’re just getting started with Redtail; here are some of the most important areas to focus on as you’re adjusting to your new (or even first!) CRM tool.

     1. Users & Teams – Redtail CRM can have up to 15 users per database! Learn all about creating and
     managing them.
     a. Admin vs. Non-Admin Database Users
     b. Users & Teams on HelpDesk

     2. Preferences – Each user has their own Redtail preferences to make the CRM their own.

     3. Manage Your Account – The place where you set up your CRM customizations, Integrations and more.
     a. Manage Your Account HelpDesk

     4. Contacts – The names in your CRM. Get acclimated to the Contact Record and some best practices.
     a. Contact Management on HelpDesk

     5. Notes – The cornerstone of your business, Notes help you track all your client touches throughout
     a. Notes on HelpDesk

     6. Calendar – CRM does more than just track contacts—it helps you manage your entire schedule!
     a. Calendar on HelpDesk
Intermediate: Now that you’re humming along with the basics of your CRM, it’s time to take it to the next level. A really great rolodex is nice, but the point of a CRM is to help you mine your data and use it for lists and marketing.
     1. Searching & Lists– Looking for your contacts and grouping them together.
     2. Reporting – Mining contacts based on useful data points.
     3. Mail Merge – Draft Word documents to pull Redtail data for bulk customization to your clients.
Advanced: You’ve plateaued in your CRM usages, and you want to know the intricate tools built to help not only with marketing, but to fully automate your office processes so that nothing falls through the cracks.
     1. Workflows -Workflows in Redtail are a Process Management tool designed to help you step by step
     through your process without anything falling through the cracks.
     b. Workflow Series
     2. Automations – Automations are triggers built in Redtail to fulfill multiple “if this, then that” scenarios for your office.
     3. Seminars – Track your events! Be it workshops or client appreciation events, manage them here and
     track attendees!
     4. Opportunities – A big picture overview of your sales pipeline. Track your wins, losses and revenue!
     a. Opportunities on HelpDesk
3. Support Resources: You're never on your own with Redtail. Anytime you need help you can reach out to the Redtail team for any questions or struggles you may be having.
Training Info
     1. Recorded Webinars – The backbone of our training, every Continuing Education webinar we run is
recorded and posted for quick viewing at your own convenience.
Support Info
     1. Resources Video – You’re never alone! Reach out to Redtail in a variety of ways to get your questions
     3. Submit a Help Ticket – Quickly and easily get a question to our Support team and get a fast response!
     4. 800.206.5030 option 3

4. Live Webinar Schedule Link: Redtail always offers live webinars to keep you updated on the new tools and teach you about some old ones you might not be aware of!

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.

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