Whether you host your emails with Redtail or you choose to use Redtail’s archiving service, the goal is to have connectivity across platforms. Find out the process to get started with Redtail’s Email service, and the benefits you’ll notice in the CRM.
Click the link below for more information on each of the features covered in the video:
04:25 - Email History
08:05 - Contact Overview - Contact Card
17:36 - Emails By Contact Report