Your CRM is designed to manage your contacts, but one of the best ways to do that is to have their account information within your CRM as well. Using accounts in your CRM, you can search certain clients and their portfolios, you can look for everyone with a particular asset, or you could have up-to-date numbers for quick reference during a meeting. This recorded webinar covers all of those things and more!
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.