Redtail Essentials: Workflows [18:13]


In the industry, a big buzzword is Workflows. We find that once offices have clean data and are practicing good day-to-day habits they are looking for a little bit more with the CRM. That’s where Workflows come into play! Join an overview of Workflow purpose, terminology, and samples to see if Workflows can add value to your practice!

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

00:31 - Workflows

08:26 - Today Page- Active Workflow Tasks

09:32 - Calendar and Show/Hide Workflow Tasks

11:08 - Manage Your Account: Workflow Templates

16:28 - Quick Add


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