Being able to separate and differentiate your contacts from one another is one of the core functions of a CRM. Beyond the statuses and categories for your clients, Redtail also provided you with fields such as Keywords, User Defined Fields (UDFs) and Personal Interests.
Each of these unique fields allow you to track even the smallest, most personal details of your client base and help find the little niches in those groups for focused, detailed marketing.
Watch this recorded session to learn about the functionality of these fields, what they're used for, how they're searched for, and how to apply them to your business within the newest version of Redtail: Project Tailwag.
Click the link below for more information on each of the features covered in the video:
00:40 - Manage Your Account
00:50 - Manage Database Lists
01:29 - Keywords
04:35 - Recently Viewed Contacts
04:42 - Contact Overview
04:52 - Contact Overview - Keywords
06:30 - User Defined Fields (UDFs)
10:29 - Contact Overview - UDFs
15:36 - 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.