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Admin Onboarding Guide
Admin Onboarding Guide

Account Setup, Getting Started, Integrations

Megan Stasko avatarMoe avatar
By Megan and 1 other2 authors24 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 Integrations7 articles

Lead Management & Automation


Add Automation
Add Leads
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