Tag Groups in Redtail CRM: Examples, Advanced Search & Quicklists! 🚀

Are you using Tag Groups in Redtail CRM to their full potential? If not, this video will show you how to organize client data, improve reporting, and streamline searches using Tag Groups!

📊 In this video, Matthew from Advisor Tech Partners covers:
✅ How to create and apply Tag Groups to client records
✅ Tag Group examples financial advisors should track (Tax Returns, Estate Docs, Social Security & more)
✅ Using Advanced Search to filter clients by specific Tag Groups
✅ Creating Saved Lists for quick, reusable searches

Using Tag Groups in Redtail CRM can help you manage clients more efficiently, automate processes, and improve reporting. Watch now to start leveraging these powerful tools!

🔔 Subscribe to Advisor Tech Partners for more insights on CRM management, workflows, and best practices for financial advisory firms: youtube.com/@advisortechpartners?sub_confirmation=1

📆 Need personalized help optimizing your CRM? Schedule an Intro Call with Advisor Tech Partners here: https://app.greminders.com/t/2c5bbdd2/joint-introductorymeeting

⚠️ Don’t miss out on our free guide (linked below) for additional tips to help your advisory firm grow and scale: https://www.advisortechpartners.com/freeguide

Contact us:
Website: https://www.advisortechpartners.com/
Email us: Team@AdvisorTechPartners.com
Follow Advisor Tech Partners on LinkedIn: https://www.linkedin.com/company/advisor-tech-partners/

#RedtailCRM #TagGroups #FinancialAdvisors #CRMWorkflow #AdvancedSearch #AdvisorTech #Automation #SavedLists

Видео Tag Groups in Redtail CRM: Examples, Advanced Search & Quicklists! 🚀 канала Advisor Tech Partners