Ever wonder what’s going on in your system? You might be interested to know that every single change, addition, and deletion is tracked in Redtail! You can even get information emailed to you!
Find out the ways to monitor employee participation in your CRM!
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Click the link below for more information on each of the features covered in the video:
01:41 - Today Timeline
04:56 - Contact Timeline
05:26 - Opportunity Timeline
06:35 - Seminar Timeline
07:50 - Activity Reports
11:00 - Workflows
14:42 - Contact Details
17:20 - Set Up Workflow Templates
19:48 - Manage Broadcast Emails
21:18 - Today: Notes
25:50 - Manage Database Users & Teams
27:45 - Database Backups