Once you have completed the First Steps for the Redtail Integration, you will need to login as an Administrator to start the Redtail to inStream integration. After logging in as an Administrator, go to the Integrations tab where you will find Redtail under the CRM section. Click Edit to input your Redtail credentials. The administrator will need to enter the firm’s Redtail Database Owner’s (DBO) credentials and click Connect to Redtail.
You will receive a 'Success!' notification if the correct DBO credentials are entered. You will now be able to see all of your Redtail contacts and accounts when you login as an Advisor the next day.
Important Note: All contacts will be visible to the advisor who uses the DBO credentials. This means inStream will pull in every contact from Redtail CRM including clients, non-clients, and even people on your newsletter mailing lists. If you would like to avoid this, please proceed to Step 3- Creating Redtail Teams to to learn more about setting this up.
You will now be able to see your Redtail team contacts and accounts when you login as an Advisor the next day.
If you need assistance on Redtail permissioning, you can contact Redtail support or visit their support site here.