Recorded LIVE Webinars
Find yourself saying, "I don't know what I don't know"? These recorded Continuing Education sessions take an in-depth look at a particular topic or area of the CRM.
- ★ LIVE Webinar Schedule
- Out with the Old, In with the New [September 13]
- Redtail Essentials: Exports [September 6th]
- Redtail Essentials: Today Page [August 30th]
- Office Holidays and Other Events [August 23rd]
- Redtail Essentials: Manage Your Account [August 16th]
- Growing The Team [16:23]
- Redtail Essentials: Contact Record [34:32]
- Building Your Foundation in Redtail CRM [43:56]
- Redtail Essentials: Advanced Search [14:46]
- Hidden Gems in Redtail CRM [22:25]
- Redtail Essentials: Mail Merge [30:05]
- DOL and becoming Fee-Based [26:20]
- Relationships- The R in CRM! [19:37]
- Redtail Essentials: Reports [36:38]
- Redtail Essentials: Calendar [13:28]
- Redtail Essentials: Activities [30:30]
- Keeping Track Of Productivity [29:44]
- High Level Information [20:34]
- Tools that Talk! [12:47]
- RMDs- Stay Out of the Penalty Box! [24:36]
- Loyalty and the Priceless Client [13:26]
- Tough Break - How To Handle Employee Departure [32:03]
- Daylight Savings with Referral Marketing [17:09]
- Multiple Advisors, One CRM [40:58]
- Client Changed Info, What Do I Do Next? [37:13]
- Permeating Permissions [21:12]
- Tag Groups vs. Quicklists [19:13]
- Duplication Obliteration [35:55]
- All in the Family [16:26]