Keeping Track Of Productivity [29:44]


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

08:07 - Activities Assigned by You to Others Report

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


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