Redtail Essentials: Workflows [31:51]

Workflows are automated processes designed and created by users to help them establish and maintain consistency throughout the office. Whether it's making sure everything is covered in preparation for a workshop or being able to show a client exactly HOW you are acting in their best interests, Workflows help you keep up with your processes and make sure that nothing falls through the cracks. Join us as we break down the tool’s capabilities. 

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• 05:18 - Quick Add
• 07:10 - Contact Overview: Workflows
• 11:22 - Today Page- Active Workflow Tasks
• 12:26 - Calendar and Show/Hide Workflow Tasks
• 13:16 - Workflows
• 23:50 - Workflow Reports
• 28:50 - Change Note Category
• 29:23 - Contact Overview: Open Workflow Tasks
• 30:08 - Workflow Series (in depth webinars on building workflow templates)