posted this on November 30, 2011 05:01 PM
Copytalk is a leading provider of mobile documentation services - you can read more about Copytalk here.
To enable your Copytalk integration with Redtail CRM, you'll first need to establish an account with Copytalk, if you haven't already done so.
Once you've established your Copytalk-Redtail CRM integration, you can begin dictating messages to Redtail CRM. They will show up on your Today's Overview page:
You'll then have four right-click options with each of your Copytalk Messages:
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