We say if it’s not in Redtail it never happened!
But where do you keep those things about a client that you want to sit at the top of your radar?
You can choose to add in a Note with an Important Category, you can choose to pin a Note to lock it at the top, or you can use the Important Information button.
Find out what works best for you so you can always remember those important things about a client.
• Note Categories
• Pinned Note
• Important Information
• Important Information Report
Join us for this webinar to learn all about high level information.