Day 1 of the Redtail Summer Series is all about focusing how to record, manage, and report on your historical items in Redtail, as well as what strategies you can apply in your office using these tools.
By registering for Day 1, you'll be able to attend Course 1 and Course 2, both focusing on the usage of various tools used to record and report on history in your CRM. These tools include Notes, Activities, Reminders, Workflows, and Automations, as well as focusing on pages such as the Today page and the Calendar.
Course 1 will take a more practical approach on those tools, showing you where they are in the CRM, how to use them, and the benefits of applying them. Course 1 shows you not only how to record your historical data, but also how to report on it by navigating through the CRM. Course 1 is an intermediate, nuts-and-bolts training through the CRM as a tool.
Course 2 will take all of the tools discussed previously and use a strategic approach to apply those topics to common events in a financial practice. We’ll be taking a fun, interactive approach to covering these various strategic situations. Course 2 is mostly conceptual, with a focus on the practice management scenarios and how to use the previously discussed items to strategically approach them.
Please keep in mind that seats are limited for each Day and that users must sign up for both Days separately. If seats are unavailable, we encourage users to take advantage of another of our scheduled weeks, or to view the recordings for each course.