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Redtail Technology
36 followers -
Leading Cloud CRM for Financial Services
Leading Cloud CRM for Financial Services

36 followers
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Two of the most highly requested features from Redtail users show up in Project Tailwag Sneak Peek #6 — Activity Enhancements. Read more here: http://ow.ly/DW046
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Project Tailwag Sneak Peek #5 — Note Enhancements. Read more here: ow.ly/DzRwi
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Our five-part educational series of webinars with Advisor Websites begins tomorrow. Learn more and register here: ow.ly/DsC7E
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Project Tailwag Sneak Peek #4 — Opportunity Tracker Enhancements. Read more here: http://ow.ly/DeijW
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Project Tailwag Sneak Peek #3 — Enhanced Contact Card in Records. Read more here: http://ow.ly/CSQ92
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Project Tailwag Sneak Peek #2 — User Defined Field Enhancements. Read more here: http://ow.ly/CvQ81
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Project Tailwag Sneak Peek #1 — Responsive Design. Read more here: http://ow.ly/Co7fA
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Much of the customization you can do within Redtail CRM is accomplished from your Site Preferences page. Learn how to work with all the areas on this page in our information-packed webinar tomorrow at 11am PDT: http://ow.ly/C9Gt1
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Want to learn how to streamline tasks involved with creating and managing events? Redtail's Seminar Management tool can help! Register now for our webinar tomorrow: http://ow.ly/BRkpt
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Hosted by Redtail and presented by ActiFi, tomorrow we continue our 7-part Asset Accumulation Series of webinars, aimed at helping you to better understand how to leverage processes to enhance your business development, efficiency and effectiveness. Part 6 is titled "Segmenting Your Client Base". Register now here: http://ow.ly/BOuZx
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