In this session we cover the Workflow tool as it exists in Project Tailwag. Before we get into the usage of the tool, we focus on some of the core concepts and practices to take into account when initially whiteboarding out your processes.
After that, we apply them in our CRM and show what you can do with a Workflow once it's live.
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.