Redtail is all about love but oftentimes an office will have restrictions for who on the team should access a record.
Add virtual walls to separate client records with team or user based Permissions! Find out the complimentary fields to complete this process quickly, other permission options like Opportunities, and available reports to check your work!
Click the link below for more information on each of the features covered in the video:
00:40 - Recently Viewed Contacts
01:01 - Contact Overview
04:51 - Advanced Search
05:32 - Advanced Search - Bulk Actions
07:29 - Permission Notes
09:18 - Contact Overview - Notes
10:06 - Activity Privacy Options
12:15 - Opportunity Tracker
12:20 - Opportunity Permissions
13:52 - Reports
14:02 - Permission Reports
16:33 - Quick Add
18:00 - Automations