Watch this pre-recorded session featuring Deborah Fox from Fox Financial Planning Network and Ricky Redtail to learn all about how you can approach systemizing your client touches for the coming year!
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.