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: Reports [28:22]
- Redtail Essential: Notes [36:10]
- How to Handle RMDs [21:17]
- Exploring the Mobile App [39:06]
- Calendar Syncing [37:54]
- Redtail Essentials: Automations [31:01]
- How to handle employee departure [29:59]
- Redtail Essentials: Workflows [38:55]
- Cleaning Up Bad History [42:56]
- Redtail Essentials: Documents [25:34]
- Segmenting your Client Data [20:57]
- Redtail Essentials: Permissions [27:52]
- How to Handle Client Death [28:20]
- Redtail Essentials: Activities [28:54]
- Redtail Essentials: Opportunities [31:53]
- 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]