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!
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Click the link below for more information on each of the features covered in the video:
03:18 - Manage Your Account
04:20 - Recently Viewed Contacts
04:44 - Advanced Search
07:43 - Memberships