What?

Copytalk is a voice dictation tool that integrates with Redtail CRM. Advisors and users will be able to use Copytalk to dictate messages that go directly to a section on Redtail CRM's Today page, dedicated specifically to Copytalk messages.

Copytalk Website

 

 

 

 

How?

Setting up the Copytalk Integration

• To enable your Copytalk integration with Redtail CRM, you'll first need to establish an account with Copytalk:
  1. Call Copytalk Support at 866.267.9825 to have Redtail support activated.
     
     
  2. Login to MyCopytalk (http://www.mycopytalk.com)
     
     
  3. Click on the Redtail Integration link at the top.
     
     
  4. Enter your Redtail Username and Redtail Password in the appropriate fields and accept the Terms of Service on the Page. This will add a new “Redtail” recipient for your dictated work.
     
     
  5. Enable the CopyTalk integration within your database.
     Related Article: Manage Your Account: Manage Integrations
     
     
  6. You should then see a Copytalk widget on your Today's Overview page.
     
     
  7. Dictating - Contact Copytalk support at the number listed in Item 1 above for more assistance with the two options below:
     • If you have standard recipients (a majority of Copytalk customers): Call into the Copytalk dictation line as usual and a copy of your work will be sent to Redtail.
       
       
     • If you have the Copytalk feature “Flexible Recipients”: Call into the Copytalk dictation line and specify Redtail in addition to any other recipients.

 

 

Using the Copytalk Integration

• Once you've established your Copytalk-Redtail CRM integration, dictating messages to Redtail CRM will be available.
  
  
• Dictated messages will show up in the CopyTalk Messages area on your Today's Overview.
  
  
• For each message, you'll then have options to:
  • Create an Activity
    
    
  • Create a Note
    
    
  • Create an Opportunity
    
    
  • Delete the message
    
    
  • View the message

 

Copytalk Resources

 

Copytalk Website

 

Copytalk YouTube