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
- Tag Groups Vs Keywords VS UDFs [23:00]
- Redtail Essentials: Manage Your Account [27:27]
- How to Prepare for Client Reviews [29:15]
- How to Tackle Data Clean Up [47:09]
- Tour of the Contact Record [32:49]
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 Maureen Wilke - Summer Client Acquisition Strategies - Part 2 [46:25]
- Practice Management Takeover with Kate Guillen - Creating a repeatable task management system [40:03]
- Practice Management Takeover with Maureen Wilke - Summer Client Acquisition Strategies - Part 1 [45:36]
Integration Partner Webinars
- Building Your Tech Stack - TimeLyft [13:38]
- Practice Management Takeover with Adam Cmejla [103:02]
- Building Your Tech Stack - PreciseFP [38:01]
- Building Your Tech Stack - HealthPilot [38:01]
- Building Your Tech Stack - Bento Engine [34:02]
- Building Your Tech Stack - fpPathfinder [28:10]