Redtail Learning Path
Note: You can download at PDF version of this playlist at the bottom of the article!
Many users look for concentrated training based on what their goals are. Below are some frequently requested Topics and the applicable tools and training that will help you out!
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.
Marketing: Searching for and grouping your clients, reporting on their activities, notes or other fields, and utilizing Marketing tools in Redtail for reaching out.
a. Calendar on HelpDesk
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.