Building Your Foundation in Redtail CRM [43:56]


Your whole entire database system begins with the Manage Your Account section. From there you’ll find customized contacts, note, and activity lists. The cherries on top are other tools like workflows and opportunities. This teaching is a great place to start to understand the power behind your CRM.

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

02:43 - Manage Your Account

03:20 - Quick Add

05:26 - Change Site Preferences

07:58 - Manage Database Users & Teams

09:58 - Manage Database List

23:05 - Today-Recently Added Notes

24:03 - Adding Activities

32:03 - Notes by Contact Report

34:17 - Contacts by Status Report

35:00 - Contacts by Keyword Report

41:43 - Working Willfully with Workflows (Workflow Templates included)


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