“Did I do that?” We’ve all ran into the scenario of something being changed in the CRM—but no one owning up to it. Your entire business is operating your Redtail CRM and you have a right to know the changes, additions and deletions being made to your system.
This previously recorded session will teach you all about the different monitoring tools within the CRM as well as ways to restrict users from making any permanent mistakes to your data!
Click the link below for more information on each of the features covered in the video:
01:45 - How to Create a New User
03:36 - User Rights
04:30 - Denying Access to a User
07:09 - Today - Timeline
10:45 - Timeline in Contact Card
11:07 - Contact Overview - Timeline
11:24 - Opportunity Timelines
12:00 - Today - Activities
13:38 - Calendar
14:09 - Activities By Contact Report
17:58 - Workflows
19:03 - Workflow Reports
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.