Redtail Notification Preferences
These are step by step instructions on how to set up your notification preferences within Redtail. Limiting the number of notifications your team receives is important.
Why?
Because bombarding your team with Redtail system-generated emails is a recipe for dropped balls.
These emails serve an excellent purpose if used sparingly.
Our best practice is to standardize the notifications your team receives to ensure everyone is receiving notifications for action items you deem most important.