11. Add Yourself as A Test Contact

You can watch the video below or follow the step-by-step illustrations. Whatever you prefer!

The purpose of adding yourself as a contact is so you can test sms, emails, and CRMX features on yourself!

  1. Go to "Contacts"

  1. Click the Add Contact button

  1. Enter YOUR first name, last name, personal email, and personal phone number. Then click “Save”

Click Here for the Next Step 👉

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