With a new year upon us, it's a great time to make sure your database is clean. Maintaining clean data is essential if you want to make the best use of Redtail CRM, as your processes, reporting, scheduling, marketing, etc., are only as good as the data you rely upon to run your business.
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Click the link below for more information on each of the features covered in the video:
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02:19 - Manage Database List
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07:30 - Notes by Contact Report
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10:00 - Advanced Search
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15:13 - Custom Export Templates
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29:18 - How to Handle: Clean up
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30:18 - Workflow Templates
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31:05 - Automation Templates
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