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Contact: 800-206-5030
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sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
06
May
2022
Practice Management Takeover with Deborah Fox on May 10
Category: Best Practices
Join Redtail and Deborah Fox to learn How to Leverage Redtail’s Standard Reports as a Tool to Continuously “Wow” Your Clients in this Practice Management webinar on May 10.
29
Apr
2022
Release Note Focus: Saved Report Filters are now available in Redtail CRM!
Category: New Features, Release Notes
You can now save your Standard Report Filters as Saved Filters for repeated use within Redtail CRM.
21
Apr
2022
Manage your CRM: Manage Activity Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize and use Activity Templates in Redtail CRM.
08
Apr
2022
Practice Management Takeover Tuesday with Zoë Meggert on April 12
Category: Best Practices
Join Redtail and Zoë Meggert to learn more about Content Marketing for Financial Planners in this Practice Management webinar on April 12.
25
Mar
2022
Manage your CRM: Manage Broadcast Emails and Email Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Email Templates and Broadcast Emails.
24
Mar
2022
Release Note Focus: note templates and follow-up activities now available in Redtail Mobile!
Category: New Features, Release Notes
You can now select note templates and create follow-up activities during note creation when using the Redtail app.
04
Mar
2022
Practice Management Takeover with Charesse Spiller on March 8
Category: Best Practices
Join Redtail and Charesse Spiller to learn more about Creating a Scalable Vision for Your Service Model in this webinar on March 8.
11
Feb
2022
Manage your CRM: Manage Team Notices and Web Links
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Team Notices and Web Links.
04
Feb
2022
Practice Management Takeover with Peter Montoya on Feb. 8
Category: Best Practices
Join Redtail and Peter Montoya to learn more about Marketing That Matters in this Practice Management Takeover webinar on February 8.
20
Jan
2022
Manage your CRM: Manage your Integrations
Category: Resources
Redtail offers many opportunities to customize your CRM; the integrations your office takes advantage of greatly extend those capabilities.