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
- Email Product Overview [21:48]
- 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]
- Redtail Essentials: Seminars [34:43]
- How to handle employee departure [34:39]
- Redtail Essentials: Retriever Cloud With Google
- Redtail Essentials: Broadcast Email [24:50]
- How to handle cancelled appointments [17:13]
- Ask a Trainer [46:20]
- How to Prepare for the Wealth Transfer using Redtail CRM [29:04]
- Redtail Essentials: Opportunities [20:01]
- Business Development: Using the CRM to track New Business [34:09]
- Business Development: Systematically applying your Sales Cycle [34:15]
- Business Development: Creating your sales cycle [42:40]
- Redtail Essentials: Permissions and Privacy Options / Users & Teams [34:09]
- Using Redtail CRM to help track RMDs [17:13]
- Redtail Essentials: Reports [45:19]
- Redtail Essentials: Automations [27:07]
- How your CRM can help you Manage Client Deaths [33:19]
- Redtail Essentials: Workflows [27:07]
- Prepping for Client Reviews [33:30]
- Front End Work: Cleaning up Bad History [29:35]
- Redtail Essentials: Calendar [26:44]
- Redtail Essentials: Activities [40:07]
- Day-to-Day Habits: Using the Redtail CRM Daily [16:31]
- Redtail Essential: Notes [22:58]