 | |
|
Project Tailwag Released
With the release of Project Tailwag last month, it's probably a better question to ask "what's not new in the CRM?", as Project Tailwag is a complete redesign of Redtail's flagship solution. While all of the functionalities and features you are accustomed to are present, you'll find a completely new user interface built with responsive design in mind, new features such as an Automations tool and new and/or enhanced integrations to make your days more efficient. If you'd like to learn more about Tailwag, please visit our FAQ, watch one of our Tailwag topical videos, register for one of this month's "What's New in Project Tailwag" webinars or give us a call at 800.206.5030.
|
Redtail Overview Demos - every Tuesday at 11:00am Pacific
30 Minute Quick Starts - every Wednesday at 11:00am Pacific
|
|
Redtail Presents: What's New in Project Tailwag!
| |
|
| |
|
| |
|
Building & Using Workflows
| |
|
Redtail Presents: What's New in Project Tailwag!
| |
|
3 Proven Ways to Build Strong, Happy Client Relationships - Presented by Redtail & Advisor Websites
| |
|
| |
|
Redtail Presents: What's New in Project Tailwag!
| |
|
| |
|
Work Smarter, Not Harder: Integrations and The eMoney Experience
|
| |
This year we'll cover daily usage and best practices within Project Tailwag, the shiny new model of Redtail CRM, highlighting all of the new tools and functionalities at your disposal. Join our Redtail experts to learn to manage your time more effectively and grow your client base!
|  |
Redtail University - Dallas, TX (at the T3 Conference)
Thursday, February 12, 2015
8:00 AM - 4:00 PM (Central Time)
|  |
Redtail University - Portland, OR
Tuesday, March 24, 2015
8:00 AM - 5:00 PM (Pacific Time)
|
|
|
Representatives from Redtail Technology spend a lot of time on the road at both Broker Dealer Conferences and other industry events. Below is a list of those at which Redtail will be in attendance in the coming month:
| |
|
CONFERENCE
|
|
DATE
|
LOCATION
|
| |
Cetera
Operations
Forum
| Cetera | Feb. 3-4
| El Segundo,
CA |
| |
T3 Advisor
Conference
| T3 | Feb. 12-14
| Dallas,
TX |
| |
Exemplar
| Cetera | Feb. 18-20
| Chicago,
IL |
| |
Girard
Assistant
University
| Girard | Feb. 26-27 | La Jolla,
CA |
|
|
Follow us where you want:
 
|
|
|
|
