Redtail Essentials: Today Page [30:02]


The Today page is your front-page news for what’s going on in the office today! Tabs flow across the top to show recent work that’s added to your CRM as well as specific reminders. Find out why it’s important to be able to comfortably navigate around the Today page and learn about the tabs that are customizable. 

Video not Loading? Unable to view YouTube? CLICK HERE

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


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk