Saying Thank You: Prospecting Events! [22:55]


It’s the holidays and it’s a great time to invite clients, beneficiaries, and prospects in to ask questions and say, thank you! Use Seminars in Redtail to track events, retain current clients, and spark conversation with future business.

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

02:28 - Seminars

05:25 - Manage Database Lists

07:39 - Advanced Search

11:06 - Advanced Search - Bulk Actions

17:24 - Quick Add

20:28 - Reports


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