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Redtail Essentials: Permissions
Join us for this webinar to learn all about Permissions. Permissions and privacy options allow you to decide who does and who does not have access to specific areas of your database, including notes, activities, opportunities, and contact records. These access options can be set up at an individual or a team level within Redtail CRM. Join us as we walk through how you go about setting these up (and why you might want to). If you can't make this webinar, don't worry; it will be available for replay soon.

Jun 9, 2022 11:00 AM in Pacific Time (US and Canada)

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