Understanding the Bulk Edit Functionality What is Bulk Editing? So, you’ve got a ton of records that need some quick adjustments? That’s where bulk editing comes into play! Essentially, it’s a feature that allows you to update multiple records at once instead of fiddling with one at a time. Believe me, once you get the […]
Understanding Your CRM System What is a CRM? To kick things off, let’s talk about what a CRM actually is. A Customer Relationship Management system is a tool that helps you organize and manage your business interactions and data. Think of it as your digital toolkit for keeping track of relationships with clients, sales, and
Hey there! So, you’ve got a pile of data in your Redtail CRM that you need to clean up, eh? Believe me, I’ve been there. Deleting records in bulk can save you a ton of time. In this guide, I’ll walk you through this process, based on what I’ve learned. Let’s dive right in! Accessing