Jive Desktop will be discontinued in March. We’ll keep you posted as we have more information.
Jive’s Redtail integration merges your phone with your CRM (customer relationship management). When someone calls you, Jive Desktop automatically searches the caller ID within Redtail and returns any customer records that match. Quickly add call notes to a customer’s activity details or launch their account within Redtail for more information.
To integrate with Redtail, please use Jive Desktop. Click here to learn more.
1. Log in to Jive Desktop.
2. Click in the upper-right corner and then select Settings.
3. Check Redtail.
4. Enter your Redtail CRM credentials and then click [LOG IN].
Verified displays in green when Jive Desktop has been properly linked to Redtail CRM.
Displays the caller’s name and phone number.
|Search or select match||
Performs a search on the customers that match the caller ID.
Displays a list of customers that match the caller ID.
Adds call notes to the customer record.
Launches the customer record in Redtail CRM in a new browser window/tab.
Launches a new window to create a new customer record in Redtail CRM.