How do I unlink my Redtail account?

After changing your Redtail password or updating the Jive Integrations app with a new version, you'll need to unlink your Redtail and Jive accounts and then link them again.

  1. Open and log in to Jive Integrations with your Jive credentials.
  2. Click Jive Integrations Settings Icon in the left sidebar.
  3. Choose Redtail CRM.
  4. Click Configure to launch the Integrations Dashboard.
  5. In the new window, click Unlink Accounts.
Follow these steps to link your Redtail and Jive accounts again.