As an financial professional, one of the many tricks of your trade is holding events to build the relationships between yourself and your clients. These events can range from educational workshops to fun parties, all designed to provide a special experience that they can't get anywhere else.
Redtail CRM has a built-in tool to assist you in putting together these events. This tool, called Seminars, allows you to build your guest list, track their RSVP statuses, run reports, and so much more.
Watch this recorded webinar to learn all the ins and outs of the Seminars tool and how you can use it to your advantage!
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.