Configuring Your Phone System Navigating to the Settings: 1. Access your CRM and go to the main dashboard for your agency. 2. Click on the ‘Settings’ tab to begin configuring phone options. Selecting a Phone Integration Option In the settings area, locate the ‘Phone Integration’ section. You have two main options: Lead Connector (LC) Phone System: For an easy setup, choose ‘Use LC Phone System.’ Accept the terms and follow the instructions to integrate this system. Twilio: If you prefer Twilio, first set up an account on their website and then follow their integration instructions to connect it with your CRM. Managing Phone Numbers for Sub-Accounts For managing phone numbers for different sub-accounts, go to ‘Sub-Account Settings’ in the phone integration section to add and manage numbers. Troubleshooting Tips If you encounter issues with authentication or payments, verify that your account details are correct and that you have the necessary permissions to make changes. Configuring Your Email Services Integrating a Custom Email Domain: 1. Go to the ‘Settings’ menu and find ‘Email Services.’ 2. Click on ‘Dedicated Domain’ and enter your custom domain name, which you may have purchased from providers like Namecheap or GoDaddy. Verifying Your Domain After adding your domain, you will receive DNS records (TXT, CNAME, MX) that need to be added to your domain registrar’s DNS settings. 1.Log in to your domain registrar’s control panel and enter the provided DNS records. 2. Return to your CRM and verify the domain to complete the setup. Configuring Email for Sub-Accounts Switch to the sub-account you wish to configure and navigate to ‘Settings.’ 1. Access ‘Email Services’ to adjust reply and forwarding settings, review email analytics (including delivery rates, clicks, and bounces), and assess email risk. Common Questions: What should I do if my emails aren't delivered? Ensure that the DNS settings for your domain match those provided by the CRM and confirm that your domain is properly authenticated. Is it possible to use one phone number across multiple sub-accounts? Each sub-account requires its own unique phone number for proper functionality.