Giving Thanks to Loyalty and Referrers! [23:17]


 You are surely thankful for your clients and I’m sure they are just as thankful for you! Just take a look at how long clients have been with your firm or how many referrals they’ve sent over. Take a moment to appreciate your clients, get specific by acknowledging their contributions to your firm with loyalty and referrals, and even update them on holiday hours with this Thanksgiving-centered webinar!

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:

01:13 - Contact Details

03:39 - Adding Contact Sources to the Database

04:23 - Recently Viewed

06:13 - Memberships

08:09 - Mail Merge in Common Tasks

09:52 - Composing Email within Redtail

10:50 - Contacts by Referred By Report

15:35 - Advanced Search

16:25 - How to Compose a Broadcast Email

19:21 - Email Templates

22:02 - Broadcast Email Webinar



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


Powered by Zendesk