'Til Death Do Us Part - The Client Lifecycle in Redtail [26:49]


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. 

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

00:55 - Current Best Practice Workflow Series

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

20:55 - Contact Overview - Important Information 

21:59 - Contact Overview - Client Review

22:50 - Contact Overview - Contact Details

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


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