Daylight Savings with Referral Marketing [17:09]


A common strategy for prospecting is to solicit current clients for referrals. Different tactics can be used, such as sharing referral cards to pass out, family and friend referrals, or word of mouth. Redtail CRM has fields baked in to assist your practice in its referral efforts, like Referred By, Source, and Memberships.

Join us live to see if there are any tips and tricks that could help you attract more business!

Video not Loading? Unable to view YouTube? CLICK HERE

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

01:43 - Contact Overview - Contact Details

03:18 - Manage Your Account

03:28 - Manage Database Lists - Contact Sources

04:20 - Recently Viewed Contacts

04:44 - Advanced Search

07:43 - Memberships


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk