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Redtail Essentials: Notes
History is the name of the game, and as you may have heard before, “if it’s not in Redtail, it never happened”. Documenting your client history begins with Notes, as it is integral to track who we talked to, why we talked to them, and when the conversation occurred. Notes help capture that important history.

Join us for this webinar to learn all about Notes.
If you can't make this webinar, don't worry; it will be available for replay soon.

Aug 12, 2021 11:00 AM in Pacific Time (US and Canada)

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