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Redtail Essentials: Advanced Search

Tracking all your client and prospect data in Redtail CRM is essential to managing the client experience. And, it’s the ability to efficiently retrieve the data you need that can really boost your office’s productivity. In this webinar, we’ll run through the most common searches we’ve found to be helpful in working with offices and show you how to save these searches as QuickLists to create further efficiencies. If you can't make this webinar, don't worry; it will be available for replay soon.

0375-OAT-2/8/2023

Mar 30, 2023 11:00 AM in Pacific Time (US and Canada)