What You Need to Know About the Portal CRM Contacts.

In the portal, each user has a unique CRM database where their contact data is stored. This contact data store can be shared with other portal users. 

Those users can view, edit and create new contacts, but only the CRM owner can setup and subscribe to the sync integration with Redtail. 

When a user goes in and sets up the Redtail sync, they are only doing it for their own CRM database.  So, each user who wants to sync their contacts with Redtail must activate the sync integration. 

Redtail CRM users who share a Redtail database have a common contact database that is shared by all users.

Sales assistants – if you setup a sync through your portal profile, you are only setting up a sync of the contacts that appear when you choose “My Contacts”.

On the portal side, the sync process will send the contacts for the logged in user to Redtail.  So, if you are a sales assistant, logged in with your user id, and you initiate a sync, your contacts will be synced.   

1. If the goal is to sync the contacts from the Registered Rep’s CRM, that user will need to login to the portal(s) and configure the sync.

2. Once the sync is configured for the Registered Rep’s CRM, the sales assistant and anyone else permissioned for that Rep’s CRM will be able to view the synced contacts in the portal by switching to that Rep’s CRM using the CRM drop-down toggle.

3. If the sync is configured to sync Redtail contacts to the portal CRM, all contacts from the Redtail database linked through the SSO login will be synced.