Using Workflows Presented by Adam Cmejla [37:08]


A new series begins where Redtail brings you Best Practices from around the industry from some of it's most popular and integrated partners!

It's time we address head-on the struggles that advisors are faced with everyday: the A.D.D. style of running a practice and how they can harness the power of Workflows to "STOP THE MADNESS" on a daily basis. The idea is that you want to always stay focused on the KPIs (Key Performance Indicators) of your business.

This recorded session focuses time around the key workflows that Advisors should be focusing on and what you should be delegating to your team. We then dive into the different reporting functions of Redtail and how to stay on point and on task on a daily, weekly, and monthly basis.

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Does something in the Redtail CRM 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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