Understanding Quick Lists in Redtail CRM What is a Quick List? So, first off, let’s break down what a Quick List is. In Redtail CRM, it’s basically a nifty feature that allows me to group contacts based on specific criteria. It’s like having a shortcut to access a particular subset of my contacts without digging […]
Hey there! Today, I’m excited to share my experience on how to set up a template in Redtail CRM. This tool has been a game-changer for my business, and one of the coolest features is the template system. So, let’s jump right in and explore the major areas we need to cover! Understanding Templates in
Understanding Redtail CRM What is Redtail CRM? Redtail CRM is a cloud-based customer relationship management system tailored especially for financial advisors. From my experience, it’s an intuitive platform that helps professionals manage their client relationships, streamline communication, and keep all vital client data organized. It’s designed for those in the finance sector, making it unique
Setting Up Your Redtail CRM Account Creating Your Account So, you’ve decided to give Redtail CRM a shot—awesome choice! The first thing you’ll want to do is set up your account. Head over to the Redtail website and sign up for a free trial. They usually have some great introductory offers that let you explore
Accessing Your Redtail CRM Account Logging In First things first, you’ve got to log into your Redtail CRM account. Open your browser and type in the URL where you usually access Redtail. If you’re like me, you probably use a saved bookmark to make it quicker. It’ll take just a moment. Once you’re on the