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: Manage Your Account [25:41]
- How to Tackle Data Clean Up [33:54]
- Searching Made Simple [29:13]
- Redtail Essentials: Templates [34:49]
- Redtail Essentials: Calendar [23:05]
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
- New Partner Spotlight: Holistiplan [35:34]
- New Partner Spotlight - Voyant [27:38]
- Best Practice Partner Webinar - Smart RIA [41:02]
- Best Practice Partner Webinar - AdvisorStream [34:04]
- Best Practice Partner Webinar - Intulse [20:01]
- New Partner Spotlight - Hubly [25:03]