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
- Business Development: Using the CRM to track New Business [34:09]
- Business Development: Systematically applying your Sales Cycle [34:15]
- Business Development: Creating your sales cycle [42:40]
- Redtail Essentials: Permissions and Privacy Options / Users & Teams [34:09]
- Using Redtail CRM to help track RMDs [17:13]
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)
- 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]
- Double Your Income with Client Events [40:29]
Integration Partner Webinars
- New Partner Spotlight - Real Wealth Marketing [56:36]
- New Partner Spotlight: Intulse [19:55]
- New Partner Spotlight: Anvil [24:28]
- Best Practice Partner Webinar: Riskalyze [30:33]
- Best Practice Partner Webinar: Mobile Assistant [21:14]
- New Partner Spotlight: Snappy Kraken [23:01]