Best-Practice Part 2: Day-to-day Habits [28:40]


Now that information is migrated over and you’ve applied best practices to get started it’s time to form those everyday habits that are mandatory for success! We’ll follow the saying: If it’s not in Redtail, it never happened.

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

00:52 - Manage Your Account

01:02 - Admins Only Section

01:10 - Manage Database Lists

01:43 - Activity Type

03:58 - Today

13:11 - Recently Viewed Contacts

14:16 - Contact Overview - Notes

15:26 - Repeating Activities

22:14 - Reports

22:34 - Activities By Contact Report

24:18 - Notes By Contact Report

27:03 - No Contact Report


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