Redtail CRM subscribers now have true two-way sync capabilities between Redtail and Office 365. This will allow Redtail users to sync both contacts and activities bi-directionally between the two platforms.
All the details that you should need in order to get started can be found here, where you’ll find instructions for setting up the process as well as information about what is included in the sync for both contacts and activities. We have also posted a FAQ page for Retriever Cloud here.
Additionally, our Training Team will be hosting webinars to go over setup and usage of Retriever Cloud for Office 365. You can register for either of those using the links below (but don’t worry – if you can’t make one of these, a recorded version will be available soon):
April 17, 2019 – 10:00 a.m. Pacific
April 23, 2019 – 10:00 am Pacific
Our Support Team is available to assist you as well with any questions you may have about Retriever Cloud.