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: Seminars [36:45]
- Redtail Essentials: Broadcast Email [24:50]
- How to handle multiple rep codes [27:46]
- Redtail Essentials: Exports [24:48]
- How to Handle Client Loyalty [39:28]
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
- ★ Training from Home: Victory in a Virtual World Series 2020
- ★ Training from Home Summer Series 2020
- ★ FAQs - Training From Home Summer Series 2020
- ★ How to Handle Prospecting Series 2020
- ★ Ask a Trainer Series
- ★ Workflow Series
Integration Partner Webinars
- Best Practice Partner Webinar - AdvisorStream [34:04]
- Best Practice Partner Webinar - Intulse [20:01]
- New Partner Spotlight - Hubly [25:03]
- Best Practice Partner Webinar - Quik! [21:15]
- New Partner Spotlight - FA Client Machine [30:03]
- New Partner Spotlight - fp alpha [31:50]