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
- 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]
- Redtail Essentials: Retriever Cloud with Office 365 [29:12]
- Ask a Trainer [46:13]
- Redtail Essentials: Accounts [31:55]
- Using the Redtail CRM on the go: Exploring the Mobile App [9:39]
- Redtail Essentials: Integrations [22:25]
- Redtail Essentials: Relationships [26:01]
- Segmenting your Client Data: Building Lists [19:30]
- 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]
- Redtail Essentials: Manage Your Account [41:10]
- How to Tackle Database Clean Up [34:58]