Marketing and Redtail Do's and Dont's [19:35]


Redtail as a CRM has many tools and functions that are often left untapped by the regular user, one such function is the abilities to power your marketing machine with your Redtail data.

Identifying your audience, developing lists for that audience, deciding if there are any potentially helpful integrations, and exploring less obvious avenues all come into play when designing who gets what type of marketing.

Watch this recorded webinar to take a quick look into your history with your current clients, use Redtail to label your contacts effectively, get help choosing the tools to best help you market, and much much more. 

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

01:26 - Opportunity Tracker

01:46 - Recently Viewed Contacts

Integrations with Constant Contact and MailChimp 

04:36 - Helpdesk Articles - Marketing

05:16 - Advanced Search

Integrations with Precise FP and Advisor Websites

11:47 - Contact Overview - Contact Details

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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