Follow

Searching Made Simple [29:13]

20RecordedWebinars.png

Working with multiple contacts at once is not only common, but also highly streamlined through many of the processes made simpler through Redtail CRM. That’s why it’s important for you to understand the tools available that can assist with sharpening your client focus. We’ll be breaking down the Advanced Search tool in Redtail CRM so you can easily turn that focus onto the clients, prospects, or other contact records who meet the specific criteria you care about.

Video not Loading? Unable to view YouTube? CLICK HERE

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk