Navigation, Users & Teams [10:41]


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.  

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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

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