This video is primarily geared toward users who have just gotten started with Redtail and have completed their data import with the Welcome Team. We cover important foundational items including Best Practices for keeping your data clean, establishing a pattern for dividing your book of business, identifying how to organize Notes and Activities, an overview of the Contact Record, and how to manage relationships between contacts!
The speaker uses "actually" and "kinda" way too much. It was very distracting. Almost as bad as when someone keeps saying "uhm" in a presentation. Otherwise a great video - informative and easy to follow!