If it's not in Redtail, it never happened! [31:43]


In order to be a compliant office and keep good data, it’s necessary to follow the Redtail axiom, “If it’s not in Redtail, it never happened!” Assure your firm is in good order by following these suggested habits of best practice.

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

00:57 - Manage Your Account

01:14 - Manage Team Notices

04:36 - Quick Add

06:54 - Memberships

08:54 - Contact Overview - Contact Details

11:04 - Adding a Note

15:07 - Contact Overview - Important Information 

18:51 - Today - Activities

23:44 - Workflows

29:24 - Broadcast Email Templates


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