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
- Redtail Essentials: Advanced Search [24:33]
- Redtail Essentials: Accounts [18:41]
- How To Prepare for the Wealth Transfer [21:05]
- How to Handle Cancelled Appointments [21:41]
- Redtail Essentials: Integrations [34:50]
- Tag Groups Vs Keywords VS UDFs [33:41]
- How to Prepare for Client Reviews [30:32]
- Redtail Essentials: Today Page [34:27]
- Tour of the Contact Record [37:59]
- Redtail Essentials: Manage Your Account [25:41]
- How to Tackle Data Clean Up [33:54]
- Searching Made Simple [29:13]
- Redtail Essentials: Templates [34:49]
- Redtail Essentials: Calendar [23:05]
- How to Handle New Employees [29:56]
- Redtail Essentials: Mail Merge [43:57]
- Redtail Essentials: Seminars [36:45]
- Redtail Essentials: Broadcast Email [24:50]
- How to handle multiple rep codes [27:46]
- Redtail Essentials: Exports [24:48]
- How to Handle Client Loyalty [39:28]
- Redtail Essentials: Reports [27:38]
- Using the CRM Daily [37:06]
- Redtail Essential: Notes [39:15]
- Exploring the Mobile App [26:19]
- Calendar Syncing Series - Part 2 [42:55]
- Calendar Syncing Series - Part 1 [40:53]
- Redtail Essentials: Documents [20:52]
- How to handle employee departure [28:31]