Exploring the Mobile App [26:19]


Nowadays, advisors can't always be in front of their computer to access all the features of Redtail CRM. Fortunately, Redtail offers a mobile app that gives users access to many of the same features they're used to having, all right at their fingertips.

This session goes over many of the tools in the overhauled Redtail Mobile App, including Activity Management, Contact Information Access, Note Taking, and more.

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