Recording and Reporting on History in your CRM [32:33]


“Those who cannot remember the past are condemned to repeat it.” - George Satayana

History is the reason you have a CRM. Knowing who you talked to, when you talked to them, and what you talked about is one of, if not THE most important part of running your financial office. It's important to know not only how you keep your history in your CRM, but how to look back on it when the time is right.

Look back on this recorded session to learn all about recording history, from notes to activities, and then looking back on that with the powerful reporting tools found in the Tailwag version of Redtail CRM.

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

01:41 - Quick Add

02:04 - Recently Viewed Contacts

05:09 - Contact Overview

05:30 - Manage Your Account

05:35 - Manage Database Lists

06:05 - Activity Type

06:07 - Categories

06:44 - Contact Overview - Notes

07:53 - Today - Activities

Integrations with Copytalk and Mobile Assistant

14:21 - Workflows

16:08 - Broadcast Emails

21:12 - Contact Overview - Common Tasks

23:30 - Reports

23:55 - Activities By Contact Report

27:43 - Notes By Contact Report

30:18 - Emails By Contact Report

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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