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.
Come join us to learn about everywhere you can add notes, what use they provide, and where you can look back on Notes you've added in the past, all presented in Project Tailwag!
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 16, 2015 11:00 AM - 12:00 PM PST (2:00 PM - 3:00 PM EST) : Everything About Notes - Presented in Project Tailwag
- Registration Web Link: https://attendee.gotowebinar.com/register/8426248462389068290
- Webinar ID: 127-529-043