Your CRM has a multitude of ways for you to set important dates as well as remind you of those important dates as they come up. These reminders, however, act different than normal calendar activities. They serve as a quick, automated way to keep you up to date on what's going on in your CRM.
This recorded session offers an in-depth look at what different reminders you have available to you, where you can set them up, and where you can see them in the Tailwag version of Redtail CRM.
Click the link below for more information on each of the features covered in the video:
01:44 - Recently Viewed Contacts
01:54 - Contact Overview
02:46 - Calendar
03:32 - Quick Add
04:15 - Repeating Activities
06:42 - Reminder Reports
09:33 - Today - Reminders
14:35 - Calendar Colors
17:12 - Contact Overview - UDFs
17:26 - Contact Overview - Accounts
17:53 - Contact Overview - Client Review
18:23 - Workflows
20:05 - Advanced Search
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.