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
- ★ Tailwag: Putting the GREAT in Migrate! [41:01]
- Relationships- The R in CRM! [June 21st]
- Redtail Essentials: Reports [June 14th]
- Redtail Essentials: Calendar [June 7th]
- Redtail Essentials: Activities [May 5th]
Tutorials
Best Practice Webinar Series
- ★ Seminars: World-Class Experience (Dec 2017)
- ★ Thrive In Five: Prospecting With Redtail (2017 Series)
- ★ The Workflow Workshop (March 2017 Series)
- Workflow and Automation Workshop W/ Fox Financial (May 2018 Series)
- Working Willfully With Workflows [May 2018 Series]
- Double Production with Memorable Client Experiences
Integration Partner Webinars
- New Partner Spotlight: RetireUp [34:18]
- Tax Cut and Jobs Act Discussion with Right Capital [36:31]
- CRM Quality Of Life (Featuring Mobile Assistant) [30:42]
- Wealth Transfer with LifeSite and Paul Karasik [48:13]
- Client Data: Difference Between Good and Great [37:12]
- Impress Clients this Tax Season with RightCapital [20:11]
Release Notes Recaps
- March 2018 Updates [6:06]
- December 2017 Updates [8:15]
- Summer 2017 Updates [25:35]
- April 2017 Updates [7:03]
- Redtail 2.0 Overview! - February 2017 [14:06]
- August 2016 Updates [3:09]