One of the biggest areas requiring your attention in your CRM are your Database Lists. It is these lists that allow you to customize the terminology in your database to fit the language that your offices uses when segmenting clients, notes, activities, etc. Come learn not only where and how to customize your database lists, but also how they benefit you in search and reporting!
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.