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Catering to Your Female Clientele [27:45]

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Whether the majority of your book of business is made up of women, or you hope to expand your female clientele this year, the CRM is built to help! Redtail CRM allows you to run target campaigns and build deeper relationships. We'll show you all this plus some tips and tricks that’ll help your overall business.

Click the link below for more information on each of the features covered in the video:

02:46 - Contact Overview

03:02 - Contact Overview - Contact Details

03:25 - Advanced Search

04:28 - Quicklists

05:17 - Recently Viewed Contacts

08:39 - Family Name

10:35 - Contact Overview - Important Information 

13:09 - Contact Overview - Contact Card

16:21 - Seminars

19:46 - Redtail Helpdesk: Mail Merge Fields Article

20:52 - Advanced Search - Contact Options

21:03 - Advanced Search - Bulk Actions

21:30 - Manage Database Lists

22:09 - Reports

24:48 - Opportunity Tracker

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