How do I add an email to my red tail?
To add an external and/or secondary account within Redtail Webmail, follow the outlined steps below: Select the Preferences tab then select Accounts within the Preferences navigation pane on the left. Once the Accounts Management page loads, click Add External Account in the Accounts sections.
Does Redtail have an app?
The Redtail CRM app is free-to-use for subscribers. Using the Redtail CRM app, you can stay on top of meetings and opportunities and stay connected to your clients, your prospects and your team: Access your Redtail calendar, as well as the calendar of your other database users.
What does Redtail CRM do?
Redtail Technology provides many tools for small businesses to manage their workflows efficiently with minimum resources, and CRM is one of them. Redtail CRM is a cloud-based customer relationship management (CRM) tool designed with the needs of finance professionals in mind.
What is Redtailtechnology?
About us. Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation technology to the Financial Advisor to help them better manage their client base so that they can have MORE TIME, earn MORE MONEY and have MORE FUN!
How do I contact red tail?
Call 800-206-5030. Our main hours are Monday to Friday 5am-5pm Pacific Time.