Opportunities: Your Monthly Sales Report! [22:00]

2016Webinars.jpgDo you have spare minutes in your day? It might be impossible but if you do—you should spend those minutes inside of your Opportunities tool. Learn how Opportunities can be used as your sales pipeline for new business or existing business since we’re all in the business for more business!

Watch this recorded webinar to learn best practices regarding the Opportunities tool in Redtail and how to get that big picture outlook on your sales pipeline!

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

00:19 - Search

00:24 - Contact Overview

01:15 - Opportunity Tracker

02:40 - Quick Add

09:24 - Manage Your Account

09:33 - Manage Database Lists

09:36 - Manage Database Lists - Opportunity Stages

15:18 - Current Best Practice Workflow Series

16:38 - Opportunity Permissions

16:50 - Opportunity Timelines

19:38 - Opportunities By Stage Report

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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