Keep your contacts up to date by syncing your Redtail account with your FMG Suite admin.
First, navigate to Email >> Contacts in the navigation pane on the left side of your dashboard:
On the top of the Contacts page, under Import Your Contacts, click "Sync Redtail CRM":
Next, you'll be prompted to enter your Redtail credentials:
During the syncing process, all of your contacts in your admin will be replaced with your Redtail contacts. If you have any contacts in FMG Suite that are not in Redtail, export your FMG contacts and add them to Redtail prior to syncing.
Choose to either sync all of your contacts and campaigns or only specific groups and their associated contacts. To update your contacts automatically at the end of each day (recommended), enable automatic syncing by checking the box next to “Automatically sync with Redtail CRM at the end of each day":
Click here for more details on this process!
Not seeing a new tagged group that you have created in Redtail? You may need to manually sync your Redtail or update sync settings to include the group you've created.
To update your sync settings, first, navigate to Email >> Contacts.
If you are syncing "All Contacts/Groups," simply click the "Update Contacts" button. Your new group will then be added to your groups list after the sync completes.
If you syncing "Just Specific Groups," click on the dropdown arrow on "Update Contacts" and select "Update current settings":
Next, you will see the "Redtail CRM Synchronization" modal.
Under the "Just Specific Groups" tab, select the tag group name you've created in Redtail. Hit "Save," and a new Redtail sync will begin. Your new group will then be added to your groups list after the sync completes.