A Guide to Understanding Redtail Tools

Free Downloads
Written By Simplicity Ops

This guide includes detailed explanations and examples of the following:

  • Activities vs Workflows vs Notes

  • Keywords vs Tag groups vs UDFs

  • Quicklists vs Tag groups

  • Advanced Search vs Reporting

  • Automations

  • Retriever Cloud

Simplicity Ops
Previous

Billing Workflows / RIA 3yr Projected P&L
Next

How to Get Your New Hire Started in Redtail