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: Retriever Cloud with Office 365 [29:12]
- Ask a Trainer [46:13]
- Redtail Essentials: Accounts [31:55]
- Using the Redtail CRM on the go: Exploring the Mobile App [9:39]
- Redtail Essentials: Integrations [22:25]
Tutorials
Best Practice Webinar Series
- ★ Workflow Series
- ★ Seminars: World-Class Experience (Dec 2017)
- ★ Thrive In Five: Prospecting With Redtail (2017 Series)
- Double Your Income with Client Events [40:29]
- Workflow Workshop W/ Fox Financial (May 2018 Series)
- Double Production with Memorable Client Experiences
Integration Partner Webinars
- New Partner Spotlight: Snappy Kraken [23:01]
- New Partner Spotlight: Oranj [39:04]
- New Partner Spotlight: Red Capture [24:42]
- Best Practice Partner Webinar: RightCapital [31:37]
- Best Practice Partner Webinar: AdvisoryWorld [28:37]
- Practice Management Webinar: FA Client Machine [54:40]