You’ve just gotten your data imported to Redtail! Congratulations! Now it’s time to get you up and running with some core foundational Best Practice approaches.
This webinar is designed to help with New Users or Users looking to learn about important beginner and foundational topics, such as:
- An overview of the Contact Record
- How to keep your data clean and organized
- How to establish a pattern for segmenting your book of business
- How to best utilize Notes and Activities
- How to manage relationships between contacts!
Important Note: If you have any questions specific to your import or data, we recommend connecting with your Onboarding Specialist.