Being able to search for and segment your client base is one of the most important features of Redtail CRM. With the Advanced Search tool, you're able to search for any number of parameters to bring up the list of clients that you want to see.
With this recorded session we show you some best practices as well as some of our favorite searches to give you a useful idea of where you can go and what you can do with your data and your contacts in the newest version of Redtail: Project Tailwag!
Click the link below for more information on each of the features covered in the video:
01:05 - Search
02:04 - Advanced Search
21:11 - Custom Exports
22:01 - Advanced Search - Bulk Actions
28:00 - Activities By Contact Report
28:50 - Notes By Contact Report
29:39 - Opportunity Tracker
29:55 - Seminars
30:11 - Workflows
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.