Redtail Essentials: Seminars [34:43]


Seminars are a great way to prospect, as well as to offer a top-notch customer experience. But, it doesn’t stop there! The seminar tool in Redtail can be used as a tracking tool for call campaigns, email campaigns, etc. to move a group of contacts through a process! Find out how to use the Seminars tool, traditionally and in more creative ways!

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

01:03 - Seminar Management 

10:26 - Add to Seminar through Common Tasks

12:05 - Advanced Search

12:49 - Add Contacts to Seminar in Bulk

14:51 - How to Compose a Broadcast Email

17:35 - How to Run a Mail Merge

21:16 - Seminar Sign-In Sheets/Check-In Lists

27:38 - Manage Database List

32:39 - Contact Overview Menu-Seminars

33:30 - Contacts by Keyword Report


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