We’re all in the business for more business! And, hopefully this holiday season you’ve met some new prospects or you’ve discovered some products or services to help current clients! Use Redtail as your sales pipeline tracker and move prospects or current clients through your sales process. If you have time to spare in your day, spending that time working opportunities can really pay off! Join us to learn why!
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Click the link below for more information on each of the features covered in the video:
01:28 - Adding New Opportunity
05:26 - Manage Database List
12:43 - Today Page-Opportunities