This video contains an overview of navigation in the CRM and how to get started by adding users and teams to the database. This is a great place to start when in a trial database, if you are a new CRM user in an existing database, or if you are looking for a refresher on the overall system.
Click the link below for more information on each of the features covered in the video:
00:38 - Navigation
01:22 - Quick Add
02:27 - Recently Viewed
02:56 - Alerts Icon
03:30 - Admin vs. Non-Admin Users
04:00 - Manage Database Users and Teams
07:40 - Disable User
08:54 - Teams
Does something in the video look different than your screen? Redtail's Development team is continually releasing updates to the Tailwag CRM. See this post for the most up to date descriptions of new features and recent issue fixes. For recorded videos that overview CRM system updates, click here.