The ability to differentiate and segment your contacts is one of the core functions of a CRM. Beyond the statuses and categories for your clients, Redtail also provides you with fields such as Keywords and UDFs (User Defined Fields). Join us to learn about the functionality of these fields, what they're used for, how they're searched for and how to apply them to your business within the newest version of Redtail: Project Tailwag.
Thursday, March 12, 2015 11:00 AM - 12:00 PM PST (2:00 PM - 3:00 PM EST) : Keywords vs. UDFs - Presented in Project Tailwag
- Registration Web Link: https://attendee.gotowebinar.com/register/3990124763458958082
- Webinar ID: 108-111-811