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
- How to Handle Client Death [28:20]
- Redtail Essentials: Activities [28:54]
- Redtail Essentials: Opportunities [31:53]
- Redtail Essentials: Advanced Search [24:33]
- Redtail Essentials: Accounts [18:41]
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 2020
- ★ Workflow Series
- FAQ - RTU Online 2021
- Practice Management Takeover with Charesse Spiller, Founder and Operations Consultant at Level Best [48:27]
- Practice Management Takeover with Jen Goldman, CEO, Jennifer Goldman Consulting [28.51]
Integration Partner Webinars
- New Partner Spotlight - Knudge [32:37]
- Best Practice Partner Spotlight - FMeX [29:43]
- Best Practice Partner Spotlight: FMG Suite [43:37]
- Best Practice Partner Spotlight: Advisor Websites [43:57]
- New Partner Spotlight: Max for Advisors [38:38]
- Best Practice Partner Spotlight: Hubly [19:00]