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