Managing Your Account [33:27]


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

02:17 - Change Site Preferences - General Options

02:56 - Change Site Preferences - Activity Management 

05:20 - Change Site Preferences - Contact Record

06:51 - Change Site Preferences - Notification Options 

09:39 - Change Site Preferences - Reminders

09:51 - Change Site Preferences - Search Options

10:09 - Change Site Preferences - Emails

Webinar on Email Options

11:34 - Change Site Preferences - Report Options

11:44 - Change Site Preferences - Miscellaneous

13:44 - Manage Your Integrations

15:11 - Manage Team Notices

16:52 - Manage Broadcast Emails

Webinars on Automation Templates, Custom Export Templates, Email Templates, Mail Merge Templates, and Workflow Templates 

25:12 - Admins Only Section

25:32 - Dropbox Files and Database Backups

Manage Database Lists Webinar

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.


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