One of the biggest reasons for having a CRM over a simple rolodex is that a CRM allows you to segment out your book of business into marketable and searchable groups. But searching and reporting won't do you any good if you don't know what fields and best practices to utilize within your CRM.
In this recorded session you'll learn all about how to build your different niche groups in Redtail using existing data fields as well as custom fields that are created by you, the user!
Click the link below for more information on each of the features covered in the video:
01:00 - Contact Statuses and Categories
01:19 - Contact Overview
02:02 - Manage Your Account
02:07 - Admins Only Section
02:12 - Manage Database Lists
06:49 - Keywords
09:03 - User Defined Fields (UDFs)
10:28 - Contact Overview - UDFs
12:51 - Quicklists
14:06 - Advanced Search
14:53 - Advanced Search - Bulk Actions
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.