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: Permissions [30:17]
- How to Handle Client Death [25:12]
- Redtail Essentials: Activities [35:24]
- Your CRM as a Crisis Management Tool [42:40]
- Redtail Essentials: Opportunities [20:10]
- How To Prepare for the Wealth Transfer [18:01]
- Redtail Essentials: Accounts [26:19]
- Redtail Essentials: Integrations [19:07]
- Redtail Essentials: Relationships [26:06]
- How to handle cancelled appointments [24:24]
- Redtail Essentials: Advanced Search [32:25]
- Tag Groups Vs Keywords VS UDFs [42:58]
- How to Prepare for Client Reviews [20:49]
- Redtail Essentials: Tour of the Contact Record [49:02]
- Redtail Essentials: Today Page [30:02]
- Redtail Essentials: Manage Your Account [24:50]
- How to Tackle Database Clean Up [34:58]
- 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]
- Using Redtail CRM to help track RMDs [17:13]
- Redtail Essentials: Reports [45:19]
- Redtail Essentials: Automations [27:07]