Sending Emails within Redtail Instructions
These are step by step instructions on how to send an email within Redtail. This would be great for sending follow-up emails, scheduling meetings, initial consultations - however you may find it useful.
What are the benefits of doing this?
Send emails quick & easy with email templates in your CRM
You can easily save the email as a note to the clients’ contact card
In other words, it’s a nice time saver!