Import your clients from RedTail and send notes from your Risk Assessments back to the CRM directly from Tolerisk.
Enabling RedTail on the Tolerisk web app-
- Click on the dropdown menu marked by three horizontal lines located at the top right corner of the Tolerisk web app.
- Select the 'integrations' option within the dropdown menu.
- Click on the 'expand' button located next to the RedTail logo.
- Click on 'enable'
- Enter the credentials of your RedTail account in the username and password fields.
- Click on 'enable'
- Your RedTail account has now been linked to your Tolerisk account!
Importing clients from RedTail-
- Once you have enabled your RedTail integration, click the “Clients” tab.
- Select the “Actions” dropdown -> Select “Open RedTail mapping.
Now, there are two scenarios for adding clients
1. If you want to link an existing client’s profile to their RedTail data-
- Search for their name in the search bar and click “Link to RedTail.” You can use the dropdown next to the search bar to search by their RedTail status.
- You can select a contact linked to the existing client on RedTail.
- Once you choose the appropriate RedTail contact, click save.
2. If you want to import a client from RedTail but have not made an account for them on Tolerisk-
- Open RedTail mapping under the actions tab and select the button that reads “Create new Tolerisk clients from RedTail.”
- Select the RedTail client that you want to import to Tolerisk. You may also filter clients by selecting their account status from the "RedTail Status" dropdown.
- Scroll to the bottom, and click “Import and create.”
- The client you select will now be listed in the “Clients” section, and successful mapping will be denoted through the RedTail icon.
The video below will walk you through the instructions above -
Sending Assessment notes to RedTail-
- If you want to send notes to RedTail about a specific risk assessment, you can do so by navigating to the results section of that assessment.
- Click the last option in the results section on the left side of the page that reads "RedTail."
- Select the report section/s you want to send to the client's RedTail account. You can select an option from the dropdown.
- Click "Add section."
- You can also type in additional notes.
- Once you have documented everything, click "Send note.
The video below will walk you through the instructions above -