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After the Import
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.

Once you’ve had your data imported, join us for this webinar as we focus on important items such as an overview of the Contact Record, how to keep your data clean, how to establish a pattern for segmenting your book of business, how to best organize Notes and Activities, and 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.
Please choose only one webinar to attend.
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