Executive Summary(TL; DR)   This article outlines the available training resources for learning Redtail CRM, including beginner-to-advanced learning paths, topic-based training, and live or recorded sessions. It helps users identify the training approach that best fits their learning style, build CRM knowledge at their own pace, and access additional support when needed.

 

 

 

What Does This Article Help Solve?

Common Real-Life Questions Users Ask About Redtail New Users Guides and Paths

Where should I start if I’m new to Redtail CRM?

Which training path is best for learning a specific topic, such as team management or communication tools?

How do I access live training sessions, webinars, or recorded tutorials?

 

 

 

 

Article Quick Links

Why Use the Redtail CRM Training Paths?
What Training Options are Available for Learning Redtail CRM?
How Do I Get Started With Redtail CRM Training?

Start Here

Leveled Training

Beginner

Intermediate

Advanced

Topical Training

Team Management

Communication Tools

Process Management

Live and Recorded Training

Need More Training?

Contact Information

 

Why Use the Redtail CRM Training Paths?

• Get started understanding the CRM with the links and information below.
  
  
• Read and understand how the CRM works in bite-sized chunks.
  
  
• Use these paths for not only yourself, but other Redtail users in your office.

 

What Training Options are Available for Learning Redtail CRM?

Starting something new is an exciting opportunity to grow, especially when exploring a new application or software full of potential and possibilities. People also learn in different ways, and how people absorb information is always different when compared to each other. This article covers some topics that many users find useful when working with Redtail CRM.

 

Multiple paths are presented based on how different people learn new information. Choose which path works best for you when learning about Redtail CRM. If you're still not entirely sure, don't hesitate to reach out to us. Redtail provides  email, phone, and support desk information so we can help you get on the pathway to success.

 

How Do I Get Started With Redtail CRM Training?

 

 

Start Here

• Below you'll find three suggested paths to begin your training with Redtail CRM. All three paths contain much of the same learning material.
  
  
• Use the path that you feel most comfortable with. Feel free to mix and match to adapt to your own learning style.
  • Leveled Training  - Use this path if you want to start as a beginner and learn more topics over time to become a more advanced user of the system.
    
    
  • Topical Training - Use this path to learn Redtail CRM by specific use cases, including Communication Tools and Process Management.
    
    
  • Live and Recorded Training - Use this path if you feel you learn more from recorded presentations, webinars, and live training instead of written material.
    
    
• Not every subject covering the CRM will be found on this page, and we encourage you to explore and discover more about the CRM using our support site:
  Redtail Support Homepage
  
  
• We suggest you bookmark the Redtail Support Homepage link (support.redtailtechnology.com). The link includes multiple avenues to continue your Redtail training journey.  You’ll also find a search bar at the top to quickly search for information and How-To topics like, “How-to create and upload mail merges in Redtail” and find step-by-step help immediately!
  
  
• If you're looking for best practices over processes advisors commonly use, consider our How to Handle series of articles:
  How To Handle Series
  
  
• In addition to the suggested paths below, the question mark   at the top right corner of your CRM is your best friend! Click on that icon to submit a help ticket, access our help desk, suggest a feature or enhancement, and more.
  
  
• If you need to contact Redtail, go to the bottom of this article and access our Contact Information.

 

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Leveled Training

Many users want to learn the basics and then ramp up as they become more comfortable with their tools. This order is the most frequently followed by users moving from Redtail rookies to experts!

 

The below articles are organized into expandable sections. Select a range  to expand the selections, and select again to collapse them.

 

 

Beginner - You’re just getting started with Redtail; here are some of the most important areas to focus on as you adjust to Redtail CRM.

• The Redtail CRM database is managed by Users, Admins, and the Database Owner. If your database will have multiple advisors or users, you'll want to familiarize yourself with understanding the differences between user types, adding new users to the database, and limiting or expanding what they can do in the database.
  1. Manage Your Account: Manage Database Users & Teams
  2. Admin vs. Non-admin Database Users
  3. How can I add database users?
     
     
• Each database user has their own set of Redtail preferences to make the CRM their own. These are specific to the user and do not affect other users in the database, making customization more personal. That being said, it is advisable for users to have something of uniformity to better communicate and understand each other's needs.
  1. Manage Your Account: Change Site Preferences
  2. Site Preferences & Integrations [9:17]
     
     
• The "Manage Your Account" section of the CRM is where you set up your CRM customizations, integrations, and more.
  1. Manage Your Account
  2. Redtail Essentials: Manage Your Account [27:27]
     
  3. Manage Your Account: Manage Database Lists
  4. How to Handle - Style Guide
     
     
• The names in your CRM. Get acclimated to the Contact Record and some best practices.
  1. How-To Add Contact Records to Your Database
  2. How do I delete contact records in Redtail?
  3. Tour of the Contact Record [32:49]
     
     
• The cornerstone of your business, Notes and Activities, help you track all your client touches throughout history.
  1. Working with Notes
  2. How do I add an Activity in Redtail?
  3. Redtail Essential: Notes [36:10]
  4. Redtail Essentials: Activities [28:54]
     
     
• Redtail CRM does more than just track contacts—it helps you manage your entire schedule!
  1. Calendar
     
  2. Redtail Essentials: Calendar [38:45]

 

 

 

Intermediate - Now that you’re humming along with the basics of the CRM, it’s time to take it to the next level. A rolodex is nice, but the point of a CRM is to create organized points of reference to efficiently manage contact relationships.

• Looking for your contacts and grouping them together.
  1. Advanced Search
  2. Advanced Search Contact Options
  3. Redtail Essentials: Advanced Search [24:33]
     
     
• Grouping and understanding contacts based on useful data points.
  1. Reports Available in the CRM
  2. Custom Exporting in Redtail
  3. (Redtail) Reports Available in the CRM
     
  4. How To Handle Contact Cleanup
     
     
• Draft word documents to upload into your database and pull contact data quickly when creating mail merge documents.
  1. How do I create and upload a mail merge template in Redtail?
  2. How do I run mail merges in Redtail?
  3. Redtail Essentials: Mail Merge [35:28]
     
     
• Sync your Redtail Calendar with your email application of choice:
  1. Calendar Syncing
  2. Calendar Syncing [32:12]

 

 

 

Advanced - You’ve plateaued in your CRM usages, and you want to know the intricate tools built to help streamline processes, keep track of attendees during events, manage a pipeline, and use integrations to get more out of your database.

• Workflows in Redtail are a Process Management tool designed to help you step-by-step through your process without anything falling through the cracks.
  1. Workflows
  2. How do I set up Workflow Processes in Redtail?
  3. Workflow Series
  4. Redtail Essentials: Workflows [38:55]
     
     
• Automations are triggers in Redtail to fulfill multiple “if this, then that” scenarios for your office.
  1. Manage Your Account: Automations
  2. Redtail Essentials: Automations [46:02]
     
     
• Track your events! Be it workshops or client appreciation events, manage them here and track attendees!
  1. Seminar Management
  2. Redtail Essentials: Seminars [21:00]
     
     
• A big-picture overview of your sales pipeline. Track your wins, losses, and revenue!
  1. How to use Opportunities in Redtail CRM
  2. Redtail Essentials: Opportunities [31:53]
     
     
• Use integrations to get more functionality out of your Redtail CRM using additional third-party applications:
  1. Manage Your Account: Manage Integrations
  2. Integration Partners
  3. Redtail Essentials: Integrations [34:50]

 

 

 

Topical Training

Many users look for concentrated training based on what their goals are. Below are some frequently requested Topics and the applicable tools and training that will help you out!

 

The below articles are organized into expandable sections. Select a range  to expand the selections, and select again to collapse them.

 

 

Team Management - Knowing who each team member is and what permissions and roles they have will make micro-managing and task assignments a more streamlined experience for everyone on your team.

• Assigning database roles and bringing new team members in.
  1. Manage Your Account: Manage Database Users & Teams
  2. Admin vs. Non-admin Database Users
  3. How can I add database users?
     
     
• Understand how preferences are individualized.
  1. Manage Your Account
  2. Manage Your Account: Change Site Preferences
  3. Site Preferences & Integrations [9:17]
     
  4. Redtail Essentials: Manage Your Account [27:27]
     
     
• Set up permissions for your team so only a select few may have access to certain contacts.
  1. How to Add or Remove Contact Permissions
  2. Redtail Essentials: Permissions [29:47]

 

 

 

Communication Tools - Search for and group your clients, report on their activities, notes or other fields, and utilize communication tools in Redtail to reach out.

• Bring new contacts into your system and begin building your book of business.
  
  1. How-To Add Contact Records to Your Database
  2. How do I delete contact records in Redtail?
  3. (Redtail) Contact Overview Page: Contact Card
     
     
• Prioritize customization of various fields to build a database that you and your team use to better segment your contact data.
  1. Manage Your Account: Manage Database Lists
  2. How to Handle - Style Guide
     
     
• Look for your contacts and group them together.
• 1. Advanced Search Contact Options
  2. Redtail Essentials: Advanced Search [24:33]
     
     
• Create notes to keep track of past and important conversations.
  1. Working with Notes
  2. Redtail Essential: Notes [36:10]
     
     
• Report on contacts based on useful data points.
  
  1. Reports Available in the CRM
  2. Redtail Essentials: Reports [28:22]
     
     
• Draft word documents to upload into your database and pull contact data quickly when creating mail merge documents.
  
  1. How do I create and upload a mail merge template in Redtail?
  2. How do I run mail merges in Redtail?
  3. Redtail Essentials: Mail Merge [35:28]
     
     
• Quickly draft and send a personalized, customized email to multiple clients.
  1. Manage Your Account: Manage Broadcast Emails
  2. How do I send Broadcast Emails from within Redtail?
  3. Redtail Essentials: Broadcast Email [26:36]

 

 

 

Process Management -Understand and build your activities, action items, and processes within your Redtail CRM.

• Understanding your calendar activities and how to use them is one of the most important parts of making your CRM work for you.
  1. Calendar
  2. Calendar Syncing
  3. How do I add an Activity in Redtail?
  4. Redtail Essentials: Calendar [38:45]
  5. Calendar Syncing [32:12]
     
  6. Redtail Essentials: Activities [28:54]
     
     
• Workflows in Redtail are a Process Management tool designed to help you step-by-step through your process without anything falling through the cracks.
  1. Workflows
  2. How do I set up Workflow Processes in Redtail?
  3. Workflow Series
  4. Redtail Essentials: Workflows [38:55]
     
     
• Automations are triggers built in Redtail to fulfill multiple “if this, then that” scenarios for your office.
  1. Manage Your Account: Automations
  2. Redtail Essentials: Automations [46:02]
     
     
• Knowing your data is paramount to owning and utilizing a CRM. Understand what reports and data you can pull and the customizations available to you. See what you want, when you want, and how you want.
  1. How To Handle Contact Cleanup
  2. Custom Exporting in Redtail
     
     
•  Integrations are some of your most powerful tools. Use available partner integrations to open Redtail CRM up with more than thought you could originally do:
  
  1. Manage Your Account: Manage Integrations
  2. Integration Partners
  3. Redtail Essentials: Integrations [34:50]

 

 

 

Live and Recorded Training

• Access a live schedule of upcoming trainings and webinars: Webinar Schedule - LIVE and On-Demand
  
  
• Watch a recorded product overview video: Product Overview [59:52]
  
  
• Brush up on the day-to-day functions of the CRM, when you check out the following Getting Started series of videos:

 

Database Lists and the Contact Record [23:53] Calendar & Activities [10:52]

Site Preferences & Integrations [9:17] Resources [7:03]

 

• Schedule yourself for continued education webinars HERE whenever you see a topic you find interesting on our schedule. Trainings occur every Thursday at 11am PST, and after you take notes throughout, ask a live trainer questions at the end. We record all these topical sessions and put them in our webinar library for you to check out in our Recorded LIVE Webinars.

 

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Need More Training?

• While not a specific path, here are other means of learning more for those who feel the above paths still aren't for them:
  1. Redtail CRM is coded to function in a certain way, i.e. Pulling primary addresses and designating a head of household. Get to know things you should know by day 1, day 2, or on an ongoing basis with this checklist: Redtail CRM: New User Checklist
     
     
  2. Learn best practices for relationship linking, client segmentation, planning to-do’s, or tracking history with the Redtail: A First Steps Guide.
     
     
• If you're looking for a more one-on-one style session with a member of our training team, contact us to schedule a training appointment virtually. Refer to the Contact Information section below for more information.

 

Contact Information

The best way to contact us is to use our Support Portal and create a ticket to the specific team you want to connect with. To learn how to use the portal, reference the article below, or click the image:
Redtail Support Portal

 

 

 

 

If you have any questions, please don’t hesitate to call us at:

• 800.206.5030 option 2 for Sales
• 800.206.5030 option 3 for Support.

 

 

You may also email us using the following:

• support@redtailtechnology.com - For support needs, including troubleshooting.
• training@redtailtechnology.com - For information on free virtual training or paid in-person training for you and your team.

 

In Summary   Choose a training path that aligns with your preferred learning style and experience level. Build CRM knowledge progressively through beginner, intermediate, and advanced topics. Focus on specific goals with topic-based training for team management, communication, or process workflows. Reinforce learning through live webinars, recorded sessions, and product overview videos. Access additional resources, checklists, and support channels to continue developing CRM expertise.