Do 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
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.