Defining Your Processes

By taking the time to develop a written list of your firm's processes, you can ensure that nothing slips through the cracks. Redtail CRM has tools that can assist an office in staying on point and making sure deadlines are met, by providing you with tools to turn your written processes into tasks with reminders for specified database users.

Redtail's primary tool for helping you turn your processes into actionable items within your CRM is Workflows.


Workflows offer a method of attaching various predefined tasks (that can be assigned to multiple database users) to a Contact or Seminar. You can learn more about Workflows and how to set them up here.

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


Powered by Zendesk