Getting Started
- ★ 30-minute Quickstart! (video)
- ★ Product Overview - CRM (video)
- Help & Resources Page
- Can I Import Contacts From LaserApp Into The CRM?
- Redtail: A First Steps Guide
- Trial Account Recommendations
- Live in Five Playlist - A Guide for New Users
- Redtail CRM: New User Checklist
- Top Menu Guide for New Users
- Using the Quick Add option
- Learning Path Playlist - Topical
- Learning Path Playlist - Leveled
- Can I Import Contacts from an Excel Spreadsheet into the CRM?
- Contacts Import Spreadsheet Template - Frequently Asked Questions
- Can I Import Contacts from Outlook into the CRM?
- Can I Import Notes from an Excel Spreadsheet into the CRM?
- Can I Import Activities from an Excel Spreadsheet into the CRM?
- Can I Import Accounts from an Excel Spreadsheet into the CRM?
- Can I Import Seminars from an Excel Spreadsheet into the CRM?
- Can I Import Opportunities from an Excel Spreadsheet into the CRM?
- Householding Recommendations
- Redtail Helpdesk Basics
- Best Method for Submitting a Request to our Support Team
- Redtail's Google Forum
- Supported Browsers