Redtail CRM is designed as an out-of-the-box solution for financial professionals. But that doesn't mean you can't customize it! In this recorded webinar, we go over where all that customization happens: in the Manage Your Account section of your CRM. Learn where to access templates, preferences, users & teams, and database lists all in this video!
Click the link below for more information on each of the features covered in the video:
00:25 - Manage Your Account
10:09 - Change Site Preferences - Emails
13:44 - Manage Your Integrations
15:11 - Manage Team Notices
16:52 - Manage Broadcast Emails
25:12 - Admins Only Section
27:13 - Manage Database Lists
28:47 - Manage Database Users & Teams
31:17 - Membership Codes
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.