Tailwag: Putting the GREAT in Migrate! [41:01]


"Adapt or die." - Moneyball

Change can be scary, but it is almost always necessary. Don’t let the fear of change hold you back from missing out on what’s great about Tailwag. Redtail has taken well over 2500 user suggestions for changes, improvements, new features, and enhancements, and put YOUR feedback into the Tailwag version of Redtail.

Watch this recorded session where we cover the best new features and why it's time for YOU to finally switch over to the latest version of the CRM.

Click the link below for more information on each of the features covered in the video: 

00:00 - Migrating to Tailwag: FAQ

01:25 - Call Support Team

03:38 - Navigation

08:00 - Today - Timeline 

09:42 - Calendar

13:58 - Retriever for Tailwag

15:06 - Contact Overview

16:37 - Contact Overview - Date of Death

17:28 - Contact Overview - Family 

19:32 - Contact Overview - Notes 

23:05 - Reports

23:25 - No Contact Report

24:45 - Contacts by Duplicate Names

25:30 - Contacts by RMD Report

26:31 - Advanced Search

30:15 - Opportunity Tracker

31:31 - Workflows 

35:41 - Current Best Practice Workflow Series

36:29 - Automations

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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