One of the cornerstones in using your CRM is the ability to draft up and run a Mail Merge document containing CRM data for multiple contacts.
Redtail allows you to upload and run Mail Merges from several different areas in the CRM. Watch this recorded webinar to learn not only how to build a Mail Merge document, but then how to upload and run it from your CRM.
Find a list of Redtail Mail Merge fields HERE.
Fine our entire section of Mail Merge training articles HERE.
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.