Contacts are the most important aspect of your CRM. Without them, there is no business, there is nothing to do! Knowing how to get around the Contact Record might just be the most important thing to learn with your CRM. Knowing where to go to find notes, activities, and other important info is key!
Watch this previously aired session for a look into the many pieces and layers of the Contact Record in Project Tailwag, the newest version of Redtail. We will explore all the parts of the Contact Record, including Know Your Client and Accounts.
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.