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Segmenting your Client Data: Building Lists [19:30]

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Lists are essential to client management. You can have lists for prospects, clients, investment clients, clients who receive a newsletter, etc. There are two ways in Redtail to create lists and each option offers its own distinct advantages.

Topics Covered:
Quick Lists
Tag Groups

 

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

02:27 - Create QuickLists

03:11 - Recently Viewed

04:21 - Adding a Tag Group

08:49 - Advanced Search

11:38 - Assigning Tag Groups in Bulk

15:15 - Common Tasks

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