Employer 101 [17:53]


In Redtail, we create a contact record for employers. You can house 401k participants, leadership at the business, and information like websites, phone numbers, and addresses. Join us for this walkthrough as we learn how business records are created and used.

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

01:05 - Recently Viewed

01:55 - Memberships

03:09 - Notes

03:42 - Adding Departments to Contact Record

06:01 - Quick Add

08:00 - Create QuickLists

14:45 - Basic Information

16:10 - Adding Professional Contacts


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