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: Calendar [18:41]
- Redtail Essentials: Mail Merge [38:32]
- Redtail Essentials: Seminars [36:45]
- Trainer Chat with Redtail DevOps [43:09]
- How to Handle Multiple Rep Codes [21:45]
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 RIA in a Box
- Practice Management Takeover - Kate Guillen, Founder of Simplicity Operations Management [38:17]
- Practice Management Takeover with Adam Cmejla founder of Integrated Planning & Wealth Management [49:24]
Integration Partner Webinars
- New Partner Spotlight - Bento Engine [35:02]
- Best Practice Partner Spotlight: Pulse360 [19:05]
- New Partner Spotlight - Plain Wealth [22:53]
- Best Practice Partner Spotlight: fpPathfinder [22:55]
- New Partner Spotlight - PlantechHub [39:38]
- Truly automate processes using Zaps with Zapier & Redtail [1:03:02]