With Redtail you can customize the system to reflect the way your firm labels the various items that relate to your business. By customizing the way that list items are named to match the naming conventions already in place within your business, you'll help to achieve efficiency within your business.
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Click the link below for more information on each of the features covered in the video:
00:30 - Searching Contacts
00:55 - Contact Details
02:20 - Database Lists
07:00 - Contact Options
07:40 - Bulk Contact Status Change
08:15 - Bulk Contact Category Change
09:50 - Keywords
11:00 - User Defined Fields
17:15 - Recently Viewed Icon
19:24 - Important Information
20:54 - Contact Overview
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.