Setting up the integration:
Within your Call Logic account, hover your cursor over "Contacts" and then select "Redtail Settings" in the resulting menu:
Then, enter your Redtail credentials and click Save:
After setting up the integration, you can then begin importing groups of contacts from Redtail into Call Logic. Again, hover over Contacts within Call Logic, but now select "Import":
You'll see on the resulting page that importing a Redtail Tag Group is one of your options:
After clicking this option, you'll be able to pick your desired Tag Group from Redtail, provide the Tag Group a description that will display within Call Logic, and choose a number of other preferences about the import.
After your import is complete, you can then work with those contacts within your Call Logic account.
Call Logic resources: