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
16:18 - Membership Report