Basic Account Setup” service includes software setup, pipeline creation, email campaigns, reputation management, automation setup, opt-in form configuration, funnel templates, scheduler calendars, domain integration, Facebook and Google calendar integration, and communication provider setup
This section will walk you through general account setup items that should be configured for every business before you get started.
Checklist
- Complete Business Profile setup
- Complete “My Profile” Settings setup
- Connect integrations
- Set Up Your Phone System
- Buy a Phone Number
- Register Your Phone Number (A2P 10DLC Registration)
- Add a domain or subdomain
- Dedicated Email Domain
- Webchat Widget
- Import Contacts
