Nothing is more embarrassing than sending a happy birthday or happy anniversary to a deceased client. Knowing the most up-to-date information on your clients, including their statuses, relationships, anniversaries, and even the loss of loved ones, is some of the most valuable info you can have in your CRM.
View this recorded session to learn best practices to handle clients at all stages of their lifecycle—from prospect to death! Tools highlighted will include Opportunities, Date of Death field, Accounts, Memberships and more.
Click the link below for more information on each of the features covered in the video:
03:07 - Manage Your Account
03:30 - Admins Only Section
03:39 - Manage Database Lists
04:28 - Membership Codes
06:43 - Recently Viewed Contacts
07:54 - Contact Overview - Date of Death
11:18 - Contact Overview - Family
13:36 - Contact Overview - Memberships
17:44 - Contact Overview - Accounts
18:14 - Move Account
21:59 - Contact Overview - Client Review
24:56 - Today - Reminders
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.