Ever want to separate your book of business so that certain groups of users can't see certain clients? This recorded webinar tells you how! We go over all the ways that you can set up, build, and apply permissions to not only contacts... but now Notes, Opportunities, and Activities as well!
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.