Getting Started
- ★ Product Overview - CRM (video)
- ★ 30-minute Quickstart! (video)
- List of allowed filetypes on CRM Document Storage
- Trial Account Recommendations
- Live in Five Playlist - A Guide for New Users
- Redtail: A First Steps Guide
- Website Statements
- Redtail CRM: New User Checklist
- 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 - FAQ's
- Can I Import Contacts from Outlook into the CRM?
- Can I Import Contacts from Apple Devices into the CRM?
- Can I Import Contacts From LaserApp 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?
- Best Method for Submitting a Request to our Support Team
- Redtail Helpdesk Basics
- Redtail's Google Forum
- Supported Browsers