Tracking all of your client and prospect data in Redtail CRM is an essential part of managing the client experience. And, it’s the ability to efficiently retrieve the data you need that can really boost your office’s productivity. In this webinar, we’ll run through the most common searches we’ve found to be helpful in working with offices and show you how to save these searches as QuickLists, in order to build even further efficiencies.
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00:53 - Search
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02:29 - Recently Viewed
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03:04 - Advanced Search
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08:29 - Quicklists
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15:51 - Recently Viewed (to pull up a Quicklist)
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19:40 - Advanced Search: Contact Options
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