Best Practices for Organizing & Cleaning Up Your Redtail CRM [45:41]

Your database is like a car engine, it requires the right upkeep and maintenance in order to provide you with the fastest, smoothest ride possible. Keeping your database clean isn't something that needs to be worried about by JUST beginners, but rather something that should be focused on constantly by all users.

So whether you're just getting started with Redtail, or have been a longtime user, this recorded webinar will walk you through some of the best tips and tricks for keeping your database maintained.

You can find the document discussed in this webinar available for download at the bottom of this article.


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


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk