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 Use Redtail CRM for Marketing [35:26]
- Syncing Your Data With Redtail CRM [21:21]
- How to handle multiple rep codes [28:31]
- Client Loyalty: How to track loyal clients in Redtail CRM [18:42]
- Redtail Essentials: Mail Merge [22:19]
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
- ★ Workflow Series
- ★ Seminars: World-Class Experience (Dec 2017)
- ★ Thrive In Five: Prospecting With Redtail (2017 Series)
- Practice Management Spotlight with FA Match - Passive vs. Active Recruiting [29:26]
- Practice Management Spotlight: Strategies for Improving Workflow Functionality with Adam Cmejla [58:39]
- Double Your Income with Client Events [40:29]
Integration Partner Webinars
- Best Practice Partner Webinar - Simplii [24:06]
- Best Practice Spotlight - RightCapital [44:21]
- New Partner Spotlight - Real Wealth Marketing [56:36]
- New Partner Spotlight: Intulse [19:55]
- New Partner Spotlight: Anvil [24:28]
- Best Practice Partner Webinar: Riskalyze [30:33]