Redtail
Sending Emails in Redtail
Sending Emails in Redtail® In the steps that immediately follow, you will create your email signature and an email template in Redtail. You will also have instructions on how to send an email in Redtail. To create your email signature: Click on your ...
Instructions for Master Letter Template-Redtail
Instructions for Master Letter Template-Redtail Below are detailed instructions for using the Master Letter Template-Redtail to create a letter for use in Redtail CRM. Download the letter from the BGM Client Portal. Locate the letter in the BGM ...
Learn Contact Management in Redtail
Learn Contact Management in Redtail Objective: Become thoroughly familiar with contact management in Redtail. Assigned to: Every team member who will need to access to Redtail. Contact Management Defined and Explained Contact management is capturing, ...