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!
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
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.