Although Redtail CRM allows for a collaborative 15 user limit per database, we still allow you to assign certain unofficial "roles" to these users. Some of these roles include Admins, Switch-In users, and those with limited User Rights.
This webinar covers all the different ways to can tweak your users to fit the roles we have in the CRM.
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.