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 Charesse Spiller
- Practice Management Takeover Tuesday with Zoë Meggert
- Practice Management Takeover with Deborah Fox
Integration Partner Webinars
- Building Your Tech Stack - Holistiplan [22:25]
- Building Your Tech Stack - CopyTalk [11:56]
- Building Your Tech Stack - Ladder [29:03]
- Building Your Tech Stack - PreciseFP [44:05]
- New Partner Spotlight - Bento Engine [35:02]
- Best Practice Partner Spotlight: Pulse360 [19:05]