I am looking for some input of erging contacts from Redtail, we are a small business and all of the agents here use Redtail, so will it merge ALL contacts? Because that's not what I would want, just our own. Any suggestions?
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Hello @LoriB803 ,
Redtail's integration with us was developed by them, so they'd be the best ones to reach out to for more info on how their integration works, and how it syncs with our system.
Hello @LoriB803 ,
Redtail's integration with us was developed by them, so they'd be the best ones to reach out to for more info on how their integration works, and how it syncs with our system.
Thank you ! Redtail can be tricky. It worked perfectly.
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