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 [August 16th]
- Growing The Team [August 9th]
- Redtail Essentials: Contact Record [August 2nd]
- Building Your Foundation in Redtail CRM [July 26th]
- Redtail Essentials: Advanced Search [14:46]
Tutorials
Best Practice Webinar Series
- ★ Working Willfully With Workflows [May 2018 Series]
- ★ Seminars: World-Class Experience (Dec 2017)
- ★ Thrive In Five: Prospecting With Redtail (2017 Series)
- Workflow and Automation Workshop W/ Fox Financial (May 2018 Series)
- Double Production with Memorable Client Experiences
- Multi-Gen Series w/ Maureen Wilke Presented by FMeX
Integration Partner Webinars
- Best Practice Partner Webinar: FMG Suite [August 7th]
- Best Practice Partner Webinar: Everplans [32:25]
- New Partner Spotlight: RetireUp [34:18]
- Tax Cut and Jobs Act Discussion with Right Capital [36:31]
- CRM Quality Of Life (Featuring Mobile Assistant) [30:42]
- Wealth Transfer with LifeSite and Paul Karasik [48:13]
Release Notes Recaps
- March 2018 Updates [6:06]
- December 2017 Updates [8:15]
- Summer 2017 Updates [25:35]
- April 2017 Updates [7:03]
- Redtail 2.0 Overview! - February 2017 [14:06]
- August 2016 Updates [3:09]