Redtail Essentials: Manage Your Account [41:10]


Setting up your system is an essential first step to customize your CRM. You can adjust things like email notifications and usernames, as well as templates! Manage Your Account is the skeleton of your CRM and can make or break the comfort of your CRM day-to-day use. Join us and learn all the ways to make the CRM yours with your office terminology and structure.

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

01:10 - Change Site Preferences

08:02 - Search

11:49 - Manage Integrations

13:38 - Team Notices

13:50 - Web Links

14:23 - Manage Broadcast Emails

14:42 - Manage Your Account

17:26 - Manage Database List

21:07 - Sample Databases

22:40 - Style Guide Completed

27:24 - Style Guide Uncompleted



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