Hidden Gems in Redtail CRM [22:25]

With any technology software you run into a situation of, “You don’t know, what you don’t know.” Redtail CRM has technology and convenience way beyond keeping notes and calendar activities. Learn what offices find most inspiring as we show random capabilities in Redtail.

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

03:05 - Personal Profile Form in Common Tasks 

05:33 - Custom Export

10:58 - Dropbox Files & Database Backups

11:35 - Site Preferences-Submit Bulk Operation

16:18 - Membership Report


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