Client Reviews - Your Secret Sauce! [25:18]


Client Reviews are required annually by compliance at the bare minimum, but they can also serve as a great opportunity to gather good, clean data inside your CRM! Track, schedule and organize your client review information and be prepared for the next year to roll around!

Make sure to check out this recorded session focusing on how to remind yourself of client reviews, as well as some of the best practices involved with scheduling and carrying them out in Redtail! 

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

00:45 - Contact Overview

01:34 - Contact Overview - Client Review 

05:58 - Manage Your Account

06:05 - Manage Database Lists 

06:18 - Activity Type

06:29 - Categories

07:08 - User Defined Fields (UDFs)

09:01 - Today - Reminders 

09:40 - Preferences

11:10 - Calendar

12:04 - Quick Add Activity

12:54 - Client Review Reminders Report

17:35 - Advanced Search

19:10 - Custom Exports 

22:52 - Workflows

22:52 - Current Best Practice Workflow Series

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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