Workflows: Onboarding Prospects [29:15]


It’s a well-known fact that it can take more than six touches to finally land a meeting with a potential client. Using Automations and Workflows together to track each call and email made before you finally schedule those first meetings can be a powerful tool.

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

02:51 - Sample Databases

04:07 - Quick Add

07:23 - Notes

08:10 - Composing Email within Redtail

09:59 - Workflows

13:32 - Automations Template

19:33 - Adding an Activity


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