In this webinar, we review the System Settings and the My Agency section which contain most of the content needed for basic setup.

*These sections only apply to users who have admin access*

Key Takeaways:

  1. My Agency section consists of 3 categories: Manage, My Agency & Customer Retention.

Admins will be able to access integrations, templates, sales goals, tag manager, agency info, lead sources, add team members, referral site, and more!

2. System Settings consist of several topics such as Leads, Sales Alerts, Automation, Required Data, etc.

Admins can make changes based on their preferences.

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