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
- Exploring the Mobile App [26:19]
- Calendar Syncing Series - Part 2 [42:55]
- Calendar Syncing Series - Part 1 [40:53]
- Redtail Essentials: Documents [20:52]
- How to handle employee departure [28:31]
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
- Practical Application of Office Procedures through Redtail Workflows with Kate Guillen [43:13]
- Using Redtail Speak and NexGen Workflows - AdvisorTouch (Formerly Fox Financial Planning Network) [43:11]
Integration Partner Webinars
- Best Practice Partner Webinar - Totum [27:24]
- Best Practice Partner Webinar - Presenting to Clients Remotely with RightCapital [40:51]
- Best Practice Partner Webinar - Morningstar [20:11]
- New Partner Spotlight - Pulse360 [29:48]
- Best Practice Partner Webinar - BackNine Insurance Quote & Apply [23:43]
- New Partner Spotlight - Aidentified [43:47]