It’s easy when we are constantly busy to create bad CRM habits. Over time, those bad habits will lead to bad data. That might come in the form of outdated contact information, uncompleted activities that clutter up your calendar, or any number of other mistakes or oversights that keep us from utilizing Redtail CRM efficiently. It’s time to clean up those bad habits!
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05:35 - Edit Basic Contact Info
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07:12 - Updating Contact Details
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09:00 - Deleting Contacts
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10:25 - Open Activities (Past Due)
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15:44 - Advanced Search
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19:56 - Bulk Actions
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24:03 - Custom Export
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27:36 - Manage Downloads
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31:24 - Notes by Contact Report
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32:25 - Manage Database List
- 39:27 - Style Guide
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