Being able to accurately report on the past, present, and future of what is going on in your office is what makes your CRM a CRM. This recorded session teaches you all of the different places where you can run Reports or Exports out of Redtail CRM.
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.