Smart Kx Demo
How to See Team's Activities in Redtail
Simplicity Spotlight: Streamline Your Advisory Practice by Unlocking the Power of Wealthbox!
Workflow Whiteboarding
GReminders + SimplicityOps Webinar: Automating Scheduling & Workflows For Efficiency
Consistent Data
How to take your Redtail to the next level with systems, workflows and technology with Kate Guillen
Saved Search Feature
Live Q&A Webinar Recording
Account Management
Redtail Workflows 101
How to sync your Redtail and Outlook Calendars
An Overview of our CRM Assessment
How to Build a Workflow from Scratch Webinar
Re-Thinking A-Players: Elevate Your Leadership and Team Performance
Adding Multiple Activities to a Note in Redtail
Simplicity Live Webinar Featuring RooksDM
Elevate Your Onboarding Process: The 3 Key Ingredients to Referral-Generating Onboarding Experience
SCS & Simplicity Ops Webinar
Keyword vs. Tag Group vs. UDF
