Exploring the Mobile App [39:06]


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 covers much of what is available to you in the overhauled Redtail Mobile app, including activity management, contact information access, note-taking, and more.

 Video not Loading? Unable to view YouTube? CLICK HERE



Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk