Redtail Essentials: Manage Your Account [27:27]


Setting up your system is an essential first step to customize your CRM. You can adjust everything from email notifications to database lists to calendar displays; you can also create your own templates for notes, mail merges, activities, etc. Manage Your Account allows you to set up the bones of your CRM which in turns allows you build out your processes and daily usage to match the way your office works. Join us to learn all the ways you can make the CRM yours with your office terminology and structures.

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