Redtail - Mobile Assistant Integration Highlights

Check out our Mobile Assistant Training Series: Redtail/Mobile Assistant Integration Highlights

 

First, to begin your free trial period with us – and to initiate our integration with your Redtail account, please use the “free trial” button inside the Mobile Assistant Messages box from the Today page of Redtail.

Second, if you're looking for a reminder about the process for using our templates, please watch the brief video of illustrating how to use our Talk It Mobile app: How to use Talk It

Once your Redtail integration is connected, please keep these steps in mind when dictating NOTES using Mobile Assistant:

Step 1:  State the subject - typically mimicking the type of template being used (i.e. a review meeting with; a phone call with..)

Step 2:  State and spell your client's name (absolutely necessary)

Step 3:  Provide the appropriate details to the template topics/questions by simply stating the question and speaking the details

Step 4:  Click on the submit button and your note will be sent to us to be transcribed!

Finished: You will receive your notes via email, they will be in the 'Notes' tab of Talk It Mobile app & they will be delivered inside Redtail CRM (based on your preference)

QuickStart guides (steps) for dictating information into Redtail CRM:

Also, please always keep these steps in mind when dictating ACTIVITIES using Mobile Assistant:

Step 1:  Tell us this is an activity by saying “Make this activity in Redtail”

Step 2:  State and spell your client's name (absolutely necessary)

Step 3:  Provide the appropriate details to the Activity / Task template topics / questions by simply stating the question and speaking the details

Step 4:  Click on the submit button and your note will be sent to us to be transcribed!

Finished: You will receive your notes via email, they will be in the 'Notes' tab of Talk It Mobile app & they will be delivered inside Redtail CRM (based on your preference)