Setting up the integration:
To set up a 15 day Free Trial of the integration with Redtail, go here and click on the Redtail trial icon:
Next, complete and submit the V2i/Redtail Trial User Sign-up form:
After submitting your information, you will receive an email from V2i with your next step in the setup process that includes a Remote Access link and your Caller ID number (note: the email is not immediately sent to you, but may take a little time) . Click on the Remote Access link and you'll see the below:
Enter your Redtail credentials, the Caller ID number provided in the V2i email and the email address you used to sign up for your trial with V2i and Login. Then, follow the directions on the resulting Set Up page.
After V2i has completed the setup of your integration on their end, you will then receive another email from them with instructions for using the integration.
VOICE2Insight (V2i) offers simple and easy mobile dictation for CRM using the latest in voice technologies. You can learn more about V2i here.
If you are looking for more Voice Dictation Tools, click here!
Below is a video put together by V2i which provides more information about V2i and how the integration works: