Jive Integrations merges your phone with Redtail CRM (customer relationship management). When someone calls you, Jive Integrations automatically searches the caller ID within Redtail and returns any customer records that match. Quickly add call notes or an activity to a customer’s record, launch their account within Redtail, or create a new contact all without leaving the app.
1. Open Jive Integrations.
2. Click [SIGN IN].
3. Enter your Email Address (JiveID) and Password.
4. Click [LOGIN].
Tip: Click [Sign in with Google] or [Sign in with Microsoft] to log in with single sign-on (SSO). For this to work, your JiveID must match your Google or Office 365 email address respectively (contact a system admin for assistance).
= Toggles between the keypad and your Redtail contact directory.
Note: Jive Integrations does not work like a softphone. When you initiate a call from the app, it first sends the call to your Jive phone, waits for you to pick it up, and then finally completes the call to the outbound number.
Displays your call history.
Integrates your current call with Redtail. Add call notes or an activity to a customer’s record, launch an account within Redtail, or create a new contact.
Displays settings for Jive Integrations including line options and Retail integration.
To integrate with Redtail, you must select your line and log in to Redtail.
Defines which line is used make calls and integrate with Redtail.
Links Jive Integrations by signing in with your Redtail credentials.
1. Click the settings icon in the left sidebar.
2. Select your Line.
3. Click Redtail CRM to login to Redtail.
4. Enter your Redtail Username and Password.
5. Click [Login].
Use Jive Integrations to call your customers. When you initiate a call from the app, it first sends the call to your Jive phone, waits for you to pick it up, and then finally completes the call to the outbound number.
|Launch customer record||
Opens the customer record in your web browser.
Searches Redtail for customer records.
Shows recent activity on the customer record.
= Creates a call note on the customer record.
= Creates an activity on the customer record.
|Create new contact||
= Creates a new customer record based.