Task Template Recommendations (Wealthbox)
Here is a list of our recommended Task Templates to use in Wealthbox
A Guide to Understanding Redtail Tools
Your CRM is the beating heart of your operating system. When it’s utilized effectively by your team members, your CRM has the power to transform inefficient practices into manageable workflows.
Redtail Notification Preferences
Limiting the number of notifications your team receives is important.
Simplicity Ops Wealthbox Style Guide Template
This template includes our recommendations for Category, Source, Roles, Tags, Contact Custom Fields, Event and Category Types and Opportunity Stages.
Sending Emails within Redtail Instructions
These are step by step instructions on how to send emails within Redtail. It’s a nice time saver, and we recommend adding it to your process.
Adding Multiple Activities from a Note Instructions
These are step by step instructions on how to add multiple activities to one note within Redtail.
Workflow Recommendations
This is a list of our recommended workflows. A workflow is a standard operating procedure with steps and tasks to help you execute a specific, repeatable responsibility.
Activity Priority Legend
This legend can be used to prioritize tasks you assign yourself or your team members.
Activity Templates
Use this template to begin adding activity templates to your database so the next time you assign a task, the template will already be created.
Simplicity Ops Redtail Style Guide Template
This template includes our recommendations for Status, Category, Source, Roles, Keywords, Contact and Account UDFs, Note/Activity Types and Categories, and Opportunity Stages.
Redtail Client Review Profile Form
This template can be used to prepare for client meetings using the data saved in a client’s record in Redtail.