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1:00
#RedtailTips You can find a list of all your assigned responsibilities (past due, current, or future) on the Workflow Task tile on the Today Page. To help prioritize, click the bolded Task Due Date header to sort by date, allowing you to tackle past due items first! - Katherine Beltran, Redtail Trainer | Redtail Technology
35 viewsOct 4, 2022
FacebookRedtail Technology
#RedtailTips Clean up your contacts with the Contacts by Duplicate Names report. This will show you contacts that have the same first and last name in your CRM and give you the ability to combine directly from the report! - Curtis Ware, Redtail Trainer | Redtail Technology
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#RedtailTips Clean up your contacts with the Contacts by Duplicate Names report. This will show you contacts that have the same first and last name in your CRM and give you the ability to combine directly from the report! - Curtis Ware, Redtail Trainer | Redtail Technology
22 viewsApr 25, 2023
FacebookRedtail Technology
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