One of the key reasons for having a CRM is the streamlining of marketing that it provides a professional office. Often times the mere thought of looking up addresses one-by-one can cause office pains.
Worry not, dear user! Not only can you pull up a list of contacts and their addresses quickly, but you can also plug in fields that will pull contact information directly from your CRM, giving you quick, easy labels either in bulk or by the individual record.
Click the link below for more information on each of the features covered in the video:
02:02 - Family Name
04:21 - Search
07:42 - Advanced Search
13:50 - Household Recommendations
18:33 - Manage Your Account
18:47 - Admins Only Section
19:49 - Reminder Reports
21:29 - Notes By Contact Report
23:40 - Seminars
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.