Overwhelmed by Redtail Notification Emails? 🔔

If you or your team have started to ignore Redtail notifications and it has hindered you from using your CRM, see below for our cheat sheet to optimize notification preferences!

By setting up your notification preferences in Redtail, you'll:

Tailor the system to your specific needs
Ensure that the right people are being notified at the right time AND taking action
Increase traffic and user engagement to your CRM

When you configure your preferences, you essentially optimize Redtail to match your daily activities, business goals, and client interaction processes.

Check it out 👇

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