Why?

• Get quick answers to specific questions. Tap into other Redtail users' collective knowledge and learn how to use Redtail more effectively and efficiently.

• Learn from diverse perspectives. Gain new insights and best practices from other Redtail users with different workflows and experiences.

• Discover hidden features and tips. Uncover hidden gems and lesser-known functionalities within the CRM that you might not have found on your own.

 

 

What?

Redtail maintains a moderated Google Forum where Redtail users post questions to other users or provide feedback on questions posted. 

 

 

 

How?

Signing for the Google Forum

First, sign up by following the directions below. Then, you are free to post questions subject to the approval of the moderator.
 

• Click the Help and Resources  menu in your Redtail CRM, and select Google Forum.

 
 

• After clicking Google Forum, click "asking to join the group."
  NOTE: If you aren't already signed into one of your Google accounts, you'll first be prompted to sign in.

 

• Check off any applicable boxes or fields, then click "Ask to join."

 

 

• You'll receive an approval email after you've been approved to join the group.
  NOTE:  Be aware that approval is not an immediate process and could take several business days to be approved.  If after several days you have not received an approval email, consider reaching out to the group owner or manager.

 

 

• Sign in again using the email address you used to apply for the membership to access and post within the forum.