Upcoming Webinar Sessions
Each of the below live webinars will be hosted by a Subject Matter Expert to guide you through the topic and address any questions that may arise. If you are interested in a particular topic, click the Registration Web Link for that webinar to reserve your seat. Make sure that the date you'd like to sign up for is selected on your registration page! For all previously recorded Redtail CRM sessions, please click here.
Can't focus on webinars or videos? Looking to learn in a live, workshop-style classroom training? Check out everything Redtail University has to offer!
Weekly Product Overview Webinars
Redtail Speak Overview Demo (30 min)
LIVE Every Monday
LIVE Every Monday
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration: Click Here to Select a Scheduled Webinar Date
Registration: Click Here to Select a Scheduled Webinar Date
Redtail CRM Overview Demo (60 min)
LIVE Every Tuesday
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration: Click Here to Select a Scheduled Webinar Date
Registration: Click Here to Select a Scheduled Webinar Date
30 Minute QuickStart (30 min)
LIVE Every Wednesday
LIVE Every Wednesday
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration: Click Here to Select a Scheduled Webinar Date
Registration: Click Here to Select a Scheduled Webinar Date
Weekly Training Webinars
January 21: Tour Of The Contact Record
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
January 26: Best Practice Partner Webinar: Aidentified
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
January 28: Redtail Essentials: Today Page
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
February 4: How to Prepare for Client Reviews
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
February 9: Practice Management Takeover with Deborah Fox, CEO & Founder of AdvisorTouch
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
February 10: New Partner Spotlight - Tifin
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
February 11: Tag Groups vs. Keywords vs. UDFs
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
February 16: Best Practice Partner Webinar - PreciseFP
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
February 18: Redtail Essentials: Integrations
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
February 25: How to Handle Cancelled Appointments
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
Comments