Your whole business is going digital with Redtail. Congratulations!
Now, it's up to you to get the office up and running in this new thing called a CRM. Follow the steps below and be on your way to a great start.
1) Clean Data: What must be done on day 1
a) Primary Contact Card
i) Every contact must have a primary address, email and phone number
ii) Link: Contact Overview / Contact Card
iii) Video: The Contact Record
b) Clean duplicate contact records
i) Contacts should only have one contact record
ii) Link: How Do I Combine Records?
c) Build Relationships
i) Every person has their own contact record, including spouses and dependent children
ii) Family Link: Defining Family Relationships
iii) Membership link: Contact Overview Menu: Memberships
iv) Video: Family & Memberships
2) Customization: What must be done on day 2
a) Add users and teams
i) You’re allowed up to 15 users on Redtail to allow for collaboration
ii) Link: How Can I Add Database Users?
iii) Video: Navigation, Users & Teams
b) Segment clients
i) You only have limited hours in the day and client segmentation allows for prioritization
iii) Video: Managing Your Database Lists
3) Everyday Habits: What must be done every day
a) Use Notes to track history
i) If it’s not in Redtail, it never happened. Track history with notes.
ii) Link: Working with Notes
iii) Video: Everything About Notes
b) Use Activities to track to-dos
i) Any actionable item is date, time and user stamped
ii) Link: Activity Management
c) Use Workflows for task management
i) Step-by-step, repeatable process
ii) Link: Defining Your Processes
iii) Video: Building and Using Workflows
d) CRM Continuing Education
i) Sign up for continuing education each Thursday at 11am Pacific
ii) Link: Webinar Schedule