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Onboarding
Onboarding
These articles are intended for new clients working through the onboard process, though they may be helpful for anyone.
Heath Warren avatarGabriel Buck avatar
By Heath and 1 other2 authors25 articles

Getting Started


Set Your Password and Log In
Upload a Profile Picture
Send Us a Chat Message
Add a New Lead

Foundational Configuration


Understanding Your Workflow
Review and Edit Marketing Details
Generate Posting Instructions
Set Up a Duplicate Check
Configure a Notification
Customize the Column Layout of Your Lead Manager Screen
Customize Field Groups

Optimization


Create an Email Template
Set Up Email Sync
Create a Nurture Strategy
Create and Test a New Lead Automated Event
How to Add New Users
Creating Lead Distributions

RingResponse


Set Up RingResponse Billing
Purchasing Phone Numbers
SMS Opt-In
Create an SMS Template
Configure An Action to Send an SMS Template
Testing SMS
Creating Call Flows
Enabling and Configuring Phone Numbers
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