Kickstart Guide
- 01. Watch Me First!
- 02. Login to CRMX
- 03. Add Credits/Update Billing Info
- 04. Download and Login to the Mobile App
- 05. Choose a Phone Number
- 06. Required Steps AFTER Choosing Phone Number
- 07. MANDATORY: A2P/10DLC Registration
- 08. Integrate Your Google Calendar
- 09. Set Up Your Calendars
- 10. Set Up Your User Profile
- 11. Add Yourself as A Test Contact
- 12. Add Your New Phone Number as a Contact on Your Phone
- 13. Connect Your Lead Sources
- 14. Set Up Your Team (if applicable)
- 15. Set Up the New Lead Entry Form Calendar (optional)
- 16. Using CRMX Day to Day