All About Labels! [25:18]

2016Webinars.jpgOne 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

15:57 - Advanced Search - Contact Options

18:33 - Manage Your Account

18:47 - Admins Only Section

18:48 - Dropbox Files and Database Backups

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


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