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Admin Onboarding Guide
Admin Onboarding Guide
Account Setup, Getting Started, Integrations
By Megan and 1 other
2 authors
24 articles
Getting Started
Add Agency Owner & Agency Info
Add Team Members
Add Sales Goals
Create Email Signature
Add Lead Sources
Tag Manager
Carrier and Writing Company Setup
Policy Type Setup
Integrations
Google Reviews Integration
How to integrate PL Rating
How to integrate email
Text & VoIP Integrations
How to integrate CRQ leads
Tarmika
GSuite Email Integration
AMS Integrations
7 articles
Lead Management & Automation
Add Automation
Add Leads