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ByAllAccounts

If you are a ByAllAccounts user, you can establish an account feed from ByAllAccounts to Redtail.  To set the process in motion, just contact ByAllAccounts and let them know that you want to establish the integration with your Redtail CRM.  They will then send us all the information we need to get this set up on our end.

Once the integration feed has begun, you'll begin seeing accounts on your Unlinked Accounts page within Redtail.

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