Katherine Beltran

Trainer at Redtail; Movie fanatic; Travel enthusiast

[Redtail Technology @RedtailCRM]

#RedtailTips

Start 2021 off right: A clean, current database is an effective database! Click on the “Past Due” button from the Today page to complete or update your old, open activities in bulk! - @redtailhayley

[Katherine Beltran @RedtailKT]

If you did not get a chance before the holidays, I highly recommend popping in for a fantastic article about eating the frog (in a somewhat literal sense) by @redtailhayley! 👏

[Redtail Technology @RedtailCRM]

Eat the big frog first! See how @redtailhayley handles task prioritization and how you can apply this to delighting clients during the holidays (and beyond). https://t.co/Yf645ieyAd

[Katherine Beltran @RedtailKT]

And just like that the Training From Home series is all wrapped up! Thank you for everyone who helped build this series! Thank you to all the attendees! You all are the best!

[Katherine Beltran @RedtailKT]

Didn't get a chance to join us in September or October for the Victory in the Virtual World? Now is your chance to take part today beginning in eta 1 hour. Spots still available here: https://t.co/bEpbOMLft4

[Katherine Beltran @RedtailKT]

Join us for our last "Training from Home" session on November 17TH & 18TH. Registration is open now! https://t.co/3PumRmfXqQ

[Katherine Beltran @RedtailKT]

Direct registration link: https://t.co/ZYO6J5ZiVr

[Katherine Beltran @RedtailKT]

Happy Monday! To start off the week with some positive news, there are still some available spots for our newest Training from Home Redtail series! We look forward to seeing you there! You can find the complete agenda and registration here: https://t.co/3PumRmfXqQ

[Katherine Beltran @RedtailKT]

Let's do this! #SummerSeries #Almosttime

[Redtail Technology @RedtailCRM]

May registration is now open for our Training from Home Summer Series! Save your spot today 👉 https://t.co/oRtjTsIhP0

[Redtail Technology @RedtailCRM]

May registration is now open for our Training from Home Summer Series! Save your spot today 👉 https://t.co/oRtjTsIhP0

[Katherine Beltran @RedtailKT]

It's almost time! RTU Phoenix is less than 24 hours away to kick off our 2020 RTU Season!

[Katherine Beltran @RedtailKT]

Join us today at 1 PM PST/2 PM MST/ 3 PM CST/4 PM EST for our webinar on the new version of the mobile app! Sign up here: https://t.co/SX3o07rR4L

[Redtail Technology @RedtailCRM]

Excited to announce the brand new version of Redtail CRM’s Mobile App, available for iOS and Android! 👉 https://t.co/dHnnQiuzUE

[Katherine Beltran @RedtailKT]

Join @redtailaustinj tomorrow to learn some helpful tips on working with canceled appointments!

[Redtail Technology @RedtailCRM]

Tune in tomorrow, February 20, at 11am PT for our Weekly Training Series. Join us to learn how to handle canceled appointments within your Redtail CRM.

Register here ➡️ https://t.co/66xoeSkBbk

[Redtail Technology @RedtailCRM]

Excited to announce the brand new version of Redtail CRM’s Mobile App, available for iOS and Android! 👉 https://t.co/dHnnQiuzUE

[Katherine Beltran @RedtailKT]

@danmalone89 @RedtailCRM Hey @danmalone89 we definitely agree that this is a valuable tool for users to have everything at a quick glance! We did not remove this feature and you should still have the capability to hover over the subject to view the description.

[Redtail Technology @RedtailCRM]

👏We're pretty excited too! 📢 If you haven't heard yet, we just introduced Note & Activity Templates. Save yourself some serious time! Check it out here: https://t.co/UuMnv18r62

[Katherine Beltran @RedtailKT]

Who's ready for some tips and tricks on using Redtail to track RMDs? Join us tomorrow at 11 am PST for another Redtail Training Webinar. There is still time to join here: https://t.co/G8R9H0o5SK

[Redtail Technology @RedtailCRM]

Are you texting your clients? Do clients text you?
Compliance concerns are paramount when adding texting to your communications mix.
Check out these suggested dos and don'ts from Redtail's Relationship Manager, Dusty Russell ➡️ https://t.co/JvG1jG3xWl via @investmentnews

[Katherine Beltran @RedtailKT]

Don't forget to join me today in another Redtail Thursday Webinar. We are mixing up the topic this week and bringing you a Redtail Essentials on Notes. If you haven't signed up, here is your chance:
https://t.co/WUWb4H1Icg

[Katherine Beltran @RedtailKT]

Don't forget to watch us bring it home with our final webinar in the Workflow Series- Part 4: Enhancements/Automations! Tune in tomorrow, April 25TH at 11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN. It's not too late to sign up!
https://t.co/n7oOTGF6Yv

[Katherine Beltran @RedtailKT]

Happy Earth Day!
#EarthDay #MotherNature #environment