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To enable the integration, do the following:
- On the LeadCenter.AI, go to Setup > Calendars
The Manage Calendars & Appointments page is displayed.
- Select and click on Actions > Edit
- On the Edit Employee Calendars, go to step 5 Connect Your Accounts
- Click on the Connect button to connect
The Login to Redtail CRM dialog is displayed.
- 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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