Coming to a Redtail University soon? Makes sure that you watch the Basics 101 series to refresh yourself on some of the basic functions and beginning steps that will be used and referenced during your time at RTU!
Not familiar with Redtail University? Learn more here!
This video goes over the important function of adding contacts to your database as well as some of the tips you need to know about how to treat phone numbers, emails addresses, and physical addresses!
Click the link below for more information on each of the features covered in the video:
00:12 - Adding a Contact
07:23 - Contact Details
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.