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✔ Account Setup
Create New Account
Load Appropriate Snapshot
Setup the Clients Location and Information.
Setup Email Domain - Agency Settings1
Setup Phone Number
Integrate with Google & Facebook
Setup Custom Values
Reputation Setup
User Setup
🛢Campaign Funnel Setup
Step 1.1 - Copy over the Funnel
Step 1.2 - Color Changes & Logo Swap
Step 1.3 - Coupons Left Script
Step 2 - Color Changes & Logo Update
Step 2 - Copy Form, Options & Integration
Custom Values for Funnel
Step 3 - Funnel Scripts
Setting Up Funnel Reporting
⚙ Custom Values
🚿 Pipeline Setup
🔫 Triggers Setup
Trigger Activation & Editing
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Teeth Whitening for Life Triggers
📲 Editing Campaign Sequences
☎Call Tracking Setup
Call Swapping (Website)
Creating a Number Pool (Website)
🧪 Testing Campaign & Live
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6min

User Setup

In this step we will setup the client's user account so they can login and use the platform

go to: Location > Settings > Team Management

Here we'll setup our first user.  We should always setup at least one user for each account

Document image

Here is an example of the fields and check boxes for a typical user. For most office managers and front desk personelle using the software we will want to limit their access.

The default access given should be as follows:

Role: User

Permissions On For:

  • Opportunities
  • Contacts
  • Tags
  • Conversations
  • Reviews
  • Phone Calls
  • Lead Value

At some point conditions might arise where we turn more permissions on or off but this should be a good start for someone running reputation & a campaign. 

Updated 30 Mar 2020
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