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: Reports [28:22]
- Redtail Essential: Notes [36:10]
- How to Handle RMDs [21:17]
- Exploring the Mobile App [39:06]
- Calendar Syncing [37:54]
Getting Started
- 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
- ★ RTU Online
- ★ How to Handle Prospecting Series
- ★ Workflow Series
- Practice Management Takeover with Amanda Jarvis, Senior Business Consultant with Cetera Financial Group [54:39]
- Practice Management Takeover with Neal Quon, Co-Founder & CEO of QuonWarrene [47:45]
- FAQ - RTU Online 2021
Integration Partner Webinars
- Truly automate processes using Zaps with Zapier & Redtail [1:03:02]
- Best Practice Partner Spotlight - Logicly with ETFLogic [32:13]
- Best Practice Partner Spotlight - AdvicePay [26:06]
- New Partner Spotlight - Altigo [16:20]
- New Partner Spotlight - Knudge [32:37]
- Best Practice Partner Spotlight - FMeX [29:43]