Training Sessions
Take a look at some of our upcoming training as well as view sessions that have happened previously. All webinars are presented in the latest version of the Redtail CRM, currently known as Project Tailwag.
Recorded LIVE Webinars
- ★ LIVE Webinar Schedule
- Redtail Essentials: Advanced Search [32:25]
- Tag Groups Vs Keywords VS UDFs [42:58]
- How to Prepare for Client Reviews [20:49]
- Redtail Essentials: Tour of the Contact Record [49:02]
- Redtail Essentials: Today Page [30:02]
Tutorials
- After the Import Training [32:45]
- Navigation, Users & Teams [10:41]
- Database Lists and the Contact Record [23:53]
- Calendar & Activities [10:52]
- Site Preferences & Integrations [9:17]
- Broadcast Email [14:39]
Best Practice Webinar Series
- ★ Workflow Series
- ★ Seminars: World-Class Experience (Dec 2017)
- ★ Thrive In Five: Prospecting With Redtail (2017 Series)
- Using Redtail Speak and NexGen Workflows - AdvisorTouch (Formerly Fox Financial Planning Network) [43:11]
- Practice Management Spotlight with FA Match - Passive vs. Active Recruiting [29:26]
- Practice Management Spotlight: Strategies for Improving Workflow Functionality with Adam Cmejla [58:39]
Integration Partner Webinars
- New Partner Spotlight - Timeline App [24:40]
- An Intimate Conversation with Riskalyze and Redtail CEOs
- Best Practice Partner Webinar - MobileAssistant [49:57]
- New Partner Spotlight - AdvicePay [25:09]
- Best Practice Partner Webinar - CopyTalk [15:16]
- Best Practice Partner Webinar - Simplii [24:06]