Get Started With CRM

Welcome! 🎉 This is the very first article you need to get started with your agency! Our goal is to help you make more money starting today!

In this article, you will learn how to:

  1. Connect your Twilio account
  2. Add Your First Client Account

Once you've signed up, start below-

Part 1

Connecting Twilio

Step 1

Sign Up For Twilio

Step 2

Copy the API Key and Auth Key

Step 3

Paste Each in Your App, Navigate to Settings (1) > On Settings navigate to Twilio (2) > Then paste the account SID (3)

Part 2

Add Your First Client Account

Step 1

Navigate to Accounts (1) > If your business is not on Google My Business, then click on Add account manually (2)

Step 2

Fill out the relevant information > Click on Save