DO NOW…

• Ensure you have linked your credit card to your account (HOW TO CLICK HERE)
• Add [email protected] as an admin to your domain on your domain provider.
• Link your Email provider (very important second step) to the CRM (CLICK HERE)
• Onboard your team (CLICK HERE)
• Submit and go through A2P verification (HOW TO ****CLICK HERE)
• Create your Calendars (Sales, Fulfillment, etc) (CLICK HERE)
• Link your Zoom and/or Google Account under "Integrations" (HOW TO CLICK HERE)
• Set up Reputation Management (CLICK HERE)

DO LATER…

• Record an audio file for your voicemail and upload it to your account (HOW TO CLICK HERE)