Being able to search for and segment your client base is one of the most important features of Redtail CRM. With the Advanced Search tool, you're able to search for any number of parameters to bring up the list of clients that you want to see.
We'll show you some best practices as well as some of our favorite searches to give you a useful idea of where you can go and what you can do with your data and your contacts in Project Tailwag!
Thursday, April 9, 2015 11:00 AM - 12:00 PM PST (2:00 PM - 3:00 PM EST) : Advanced Searching - Presented in Project Tailwag
- Registration Web Link: https://attendee.gotowebinar.com/register/3642234887028654594
- Webinar ID: 123-796-035