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To enable the integration, do the following:

  1. On the LeadCenter.AI, go to Setup > Calendars
    The Manage Calendars & Appointments page is displayed.
  2. Select and click on Actions > Edit
  3. On the Edit Employee Calendars, go to step 5 Connect Your Accounts
  4. Click on the Connect button to connect
    The Login to Redtail CRM dialog is displayed.
  5. Enter the Redtail CRM Username, Password and click on the Connect button.

    This will sync LeadCenter.AI Calendars with Redtail Calendars.

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