These go on the sub-account and the A2P texting registration. Use the business's official details exactly as they appear on the EIN letter or state registration.
Must be an owner or employee of the business, not Tree Guy.
Everyone who should log in, see leads, reply to messages or manage the calendar. Each gets their own login. Add as many as you need.
We need the main website domain and where its DNS lives. We pick the funnel subdomain ourselves.
Port the number they already use, get a new one, or both.
Porting moves the number from its current carrier to our platform. The carriers run that process, not us.
It usually takes 2 to 6 weeks and can take longer. It can be rejected and restarted if anything on the paperwork does not match the carrier records.
The number keeps working at the current carrier until the port completes, so nothing breaks. Texting through the CRM on that number cannot start until it lands.
We recommend getting a new number now so campaigns can start immediately, and porting in parallel.
Documents the client will need to provide:
Who hears about what, and how. App means the mobile app. Users come from step 2.
Anything here speeds the setup up. Skip what you don't know yet.