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Searching Made Simple
The need to sometimes work with more than one client at a time is commonplace; while that can be a challenge it can also be highly streamlined through many of the processes made simpler through Redtail CRM. That’s why it’s important for you to understand the tools available that can assist with sharpening your client focus. We’ll be breaking down the Advanced Search tool in Redtail CRM so you can easily turn your focus onto the clients, prospects, or other contact records who meet the specific criteria you care about at any given moment.

2128-OAT-11/7/2022

Dec 1, 2022 11:00 AM in Pacific Time (US and Canada)

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