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Help & Resources Page

To access the Help & Resources page within Redtail CRM, just click the "?" icon in the top right corner of your CRM:

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You'll then be taken to your Help & Resources page:

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These tiles provide you quick access to Contact Us, visit our Google Forum, access our Helpdesk, receive Remote Technical Support, submit a Help Ticket, schedule a training Suggest a Feature or Enhancement, check out Redtail Release Notes, visit our Blog, see and register for upcoming webinarssign up for our monthly newsletter or download the latest version of Retriever for Tailwag.

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