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: Advanced Search [34:22]
- The Ultimate Debate: Tag Groups vs. Keywords [23:50]
- Redtail Essentials: Today Page [24:24]
- Touring the Contact Record: What Fields are Most Important [40:58]
- Redtail Essentials: Exports [13:48]
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)
- Double Your Income with Client Events [40:29]
- Workflow Workshop W/ Fox Financial (May 2018 Series)
- Double Production with Memorable Client Experiences
Integration Partner Webinars
- New Partner Spotlight: Red Capture [24:42]
- Best Practice Partner Webinar: RightCapital [31:37]
- Best Practice Partner Webinar: AdvisoryWorld [28:37]
- Practice Management Webinar: FA Client Machine [54:40]
- Client Note Lifecycle [31:13]
- Best Practice Partner Webinar: FMG Suite [August 7th]