Hopefully you are using Redtail CRM on a daily basis, and, of equal importance, using it in ways that bring the most benefit to your business. Learn our recommended best practices for using the CRM in your day-to-day work life, including which features we believe are pivotal to a good practice, along with which features may not be imperative that you use but will definitely make your life easier.
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04:33 - Today: Things To Do Today
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05:53 - Viewing Past Due Activities
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09:02 - Working with Linked Notes
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13:55 - Workflows (left navigation menu)
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15:00 - Today: Reminders
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17:09 - Today: Opportunities
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18:45 - Today: Market News
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20:44 - Today: Recently Added Notes
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22:00 - Today: Contacts
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22:20 - Today: Emails
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23:48 - Quick Add: Notes
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24:00 - Working with Notes
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27:33 - Advanced Search
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28:57 - Advanced Search: Contact Options
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30:26 - Activity Reports
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33:07 - No Contact Report
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