How to Get Set Up to Verify Your Redtail CRM Clients in 5 Minutes

Here is a quick guide to help you get set up to verify your Redtail CRM Clientsin just 5 minutes.

You’re just a few clicks away from securing your business and protecting your clients.These days we fight against an army of hackers who all want to steal your clients’ money.Adding client two-factor authentication to your business procedures will help stop themfrom getting what they want.

Here is what you need to do:

1. Head over to https://dtsverify.com/signup.php
2. Use the sign-up form to create an account.
3. Follow the onboarding instructions to link your Redtail CRM account.
4. Once completed and logged in, click on Contacts.
5. Search for a contact directly from your Redtail database and then click Verify.
6. A verification code will be sent to the phone number stored in Redtail CRM, and the same code will appear on your screen. If they match, you have completed a single-factor verification. Add this step to your existing verification process and you will have two-factor authentication in place.

It’s that simple. You can now log in and add your employees, and everyone in yourcompany will be able to verify your customers.