How to Set up Phone & Email Functions

Accessing Settings:

Log into your CRM and navigate to the agency dashboard.
Locate and click on the 'Settings' option.

Choosing Your Phone System:

Within settings, find the 'Phone Integration' section.
You have two primary options for phone integration:Lead Connector (LC) Phone System: A straightforward option for those seeking an easy setup. Simply select 'Use LC Phone System,' acknowledge the terms, and follow the prompts to integrate.Twilio: If you prefer using Twilio, create an account on their website and connect it to your CRM following the provided instructions.
Lead Connector (LC) Phone System: A straightforward option for those seeking an easy setup. Simply select 'Use LC Phone System,' acknowledge the terms, and follow the prompts to integrate.
Twilio: If you prefer using Twilio, create an account on their website and connect it to your CRM following the provided instructions.

Sub-Account Phone Integration:

If you have sub-accounts needing separate phone numbers, navigate to 'Sub-Account Settings' within the phone integration section to add and manage the integration.

Troubleshooting Tip: If you encounter authentication or payment issues during setup, ensure your account details are correct and that you have sufficient permissions to make changes.

Setting Up Email Services

Overview: Integrating email services with your CRM allows you to send, receive, and track emails directly from the platform. This section covers the steps to set up and verify your email domain.

Detailed Steps:

Adding a Custom Domain:

In the 'Settings' menu, locate 'Email Services.'
Select 'Dedicated Domain' and enter your custom domain name (purchased from providers like Namecheap or GoDaddy).

Domain Verification:

After adding your domain, you'll receive DNS records (TXT, CNAME, MX) to add to your domain registrar's DNS settings.
Log into your domain registrar's dashboard and input the provided DNS records.
Return to your CRM and verify the domain to complete the setup.

Email Configuration in Sub-Accounts:

Switch to your desired sub-account and access 'Settings.'
Navigate to 'Email Services' to adjust reply and forwarding settings, view email analytics (delivery rates, clicks, bounces, etc.), and the email risk assessment.

FAQ:

Q: What if my emails aren't being delivered?

A: Check your domain's DNS settings and ensure they match the records provided by the CRM. Also, verify that your domain is correctly authenticated within the CRM.

Q: Can I use the same phone number for multiple sub-accounts?

A: Each sub-account requires a unique phone number for proper functionality.