Getting Started
- Can I Import Seminars from an Excel Spreadsheet into the CRM?
- Can I Import Opportunities from an Excel Spreadsheet 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?
- Project Tailwag Quickstart [video]
- Tailwag CRM Overview Demo [video]
- Learning Path Playlist - Topical
- Learning Path Playlist - Leveled
- Live in Five Playlist - A Guide for New Users
- Can I Import Accounts from an Excel Spreadsheet into the CRM?
- Can I Import Contacts from Outlook into the CRM?
- Can I Import Contacts from an Excel Spreadsheet into the CRM?
- Redtail's Email Hosting and Archiving: Overview for New Users
- Broadcast Email Overview for New Users
- Top Menu Guide for New Users
- Tailwag: New User Checklist
- A Quick Look at the Steps to Add a Contact to your CRM
- Supported Browsers
- Using the Quick Add option
- Best Method for Submitting a Request to our Support Team
- What is Project Tailwag?
- Project Tailwag FAQ
- Redtail Helpdesk Basics
- Trial Account Recommendations
- Householding Recommendations
- Why is Redtail University beneficial?
- Redtail limitations for Mac users
- Preparing for your data conversion
- Redtail's Google Forum
- Redtail: A First Steps Guide