When tough times arise, an advisor’s role in their clients’ lives becomes even more important as the advisor is called into action to offer trusted guidance. Your CRM is here to help you manage and restore order for your clients. In this session we will cover the tools you have available with Redtail CRM to manage the crisis.
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04:19 - Working with Activities
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09:21 - Email Templates
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10:02 - How to Send Broadcast Emails
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14:54 - Sending Messages in Speak
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19:14 - Setting Up Recurring Activities
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29:07 - How to Handle: Contact Cleanup
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32:04 - No Contact Report
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34:05 - Sample Workflows
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36:45 - Activities By Contact Report
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38:02 - Notes By Contact Report
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38:30 - Workflow Task Report
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