Find Your Niche - Segment Your Book in Redtail [20:00]


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!

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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

01:31 - Contact Overview - Contact Details 

02:02 - Manage Your Account 

02:07 - Admins Only Section

02:12 - Manage Database Lists 

06:49 - Keywords

08:02 - Manage Database Lists - Contact Sources

09:03 - User Defined Fields (UDFs)

09:42 - User Defined Fields by Contact Report

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


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