Your clients are people. People have relationships. Whether they are personal relationships with family or professional relationships with others, your CRM gives you the chance to track those relationships. This webinar covers the difference between family and memberships and when the two should be applied.
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.