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
- Segmenting your Client Data [36:40]
- Redtail Essentials: Permissions [30:17]
- How to Handle Client Death [25:12]
- Redtail Essentials: Activities [35:24]
- Your CRM as a Crisis Management Tool [42:40]
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 Summer Series 2020
- ★ Ask a Trainer Series
- ★ Business Development Series
- ★ Workflow Series
- ★ Seminars: World-Class Experience (Dec 2017)
- Using Redtail Speak and NexGen Workflows - AdvisorTouch (Formerly Fox Financial Planning Network) [43:11]
Integration Partner Webinars
- Best Practice Partner Webinar - BackNine Insurance Quote & Apply [23:43]
- New Partner Spotlight - Aidentified [43:47]
- New Partner Spotlight - fpPathfinder [23:52]
- Best Practice Partner Webinar - Lead Pilot [21:21]
- New Partner Spotlight - Timeline App [24:40]
- An Intimate Conversation with Riskalyze and Redtail CEOs