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
October 21: How to Handle Prospecting - Part 2
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
October 26: Ensuring Consistency and Creating Team Accountability using Workflows in Redtail CRM
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link:
October 28: Redtail Essential: Mail Merge
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
November 2: Best Practice Partner Spotlight: Pulse360
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link:
November 4: Redtail Essentials: Calendar
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
November 9: Practice Management Takeover -RIA in a Box
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link:
November 11: How To Handle New Employees
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
November 16: New Partner Spotlight - Bento Engine
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link:
November 18: Redtail Essentials: Templates
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
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