If you are a subscriber to Redtail CRM and are also a Cambridge rep, you can set up an integration between the two platforms. The setup on the Redtail side is very straightforward. Just go to Manage Your Account —> Change Site Preferences, scroll to the Integrations section, enter your Cambridge credentials and click Save:
If you do not know what to enter here, you would need to contact Cambridge for the Username and Password to enter.
You will also need to enter your Redtail credentials within CLIC. Cambridge will be able to guide you to the location within CLIC where you enter your Redtail credentials if you are unable to locate that area.
Once you’ve entered your credentials in both platforms, you will then have the ability to send contact data from Redtail to CLIC. When within a contact record in Redtail, you can click on the Integrations menu at the bottom right corner of your screen and select the Send to CLIC option.