“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
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.