How To Use Redtail CRM for Marketing [35:26]

In this session we’ll go over the tools available within Redtail that can assist you with your marketing efforts, ranging from client segmentation methods to blast emails to your selected groups.

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• 01:52 - Integration Partners
• 04:52 - Common Tasks
• 05:41 - Integrations Icon
• 07:05 - Integrations with FMG Suites
• 10:44 - Advanced Search
• 11:23 - Integrations within Bulk Actions
• 12:43 - Creating/Adding Contacts to Tag Groups
• 14:25 - Seminar Management 
• 17:55 -  How to Send a Broadcast Email
• 23:28 - Broadcast Email Templates
• 25:35 - Adding a Physical Address/Marking as Primary
• 26:04 - How to Run a Mail Merge
• 29:07 - Mail Merge Templates
• 33:29 - Create Labels