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
- Tag Groups Vs Keywords VS UDFs [23:00]
- Redtail Essentials: Manage Your Account [27:27]
- How to Prepare for Client Reviews [29:15]
- How to Tackle Data Clean Up [47:09]
- Tour of the Contact Record [32:49]
- Redtail Essentials: Calendar [18:41]
- Redtail Essentials: Mail Merge [38:32]
- Redtail Essentials: Seminars [36:45]
- Trainer Chat with Redtail DevOps [43:09]
- How to Handle Multiple Rep Codes [21:45]
- Redtail Essentials: Broadcast Email [26:36]
- Redtail Essentials: Exports [19:11]
- How to Handle Client Loyalty [48:12]
- Redtail Essentials: Reports [28:22]
- Redtail Essential: Notes [36:10]
- Using the CRM Daily [16:02]
- How to Handle RMDs [21:17]
- Exploring the Mobile App [39:06]
- Calendar Syncing [37:54]
- Redtail Essentials: Automations [46:02]
- 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]