Sometimes we're so focused on the big picture that we forget to take a specific look at the little things. These little things are what our day-to-day run smoothly and efficiently, and if we don't take a chance to focus on them, then the whole operation could come off the rails!
Featuring Mobile Assistant and their expertise on note dictation, this recorded webinar focuses on some of the most important little tools and tricks in the CRM, from calendar displays to important info, from best practices when browsing to suggested integrations, all in the Tailwag version of Redtail CRM.
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.