*YOU'LL BE PROMPTED TO COMPLETE AN ONBOARDING CALL ONCE COMPLETING ALL VIDEOS

CRM DONE BETTER

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Start Here: 07. Setup: Phones

ABOUT THIS LESSON:

Setup: Phones (For LLC, S-Corp, C-Corp)

By completing the form below, I affirm that I have met the following requirements:

I have established an incorporated business with an active EIN (Employer Identification Number).
I maintain a live website.
My website prominently displays my legal business name, including any Doing Business As (DBA) and Limited Liability Company (LLC) designations, if applicable.
Any forms on my website that collect phone numbers include a consent checkbox.
I have made my active contact information publicly accessible on my website.
My Website has Terms & Conditions added.

Setup: Phones (For Sole Proprietors) click for update

Important Update: If you don't have an EIN/CBN (tax ID) yet, you must register with the IRS (US) or CRA's BRO portal (Canada) first.

By completing the form below, I affirm that I have met the following requirements:

I maintain a live website.
My website prominently displays my legal business name, including any Doing Business As (DBA) and Limited Liability Company (LLC) designations, if applicable.
Any forms on my website that collect phone numbers include a consent checkbox.
I have made my active contact information publicly accessible on my website.
My Website has Terms & Conditions added.

USER DETAILS:

Name -

Email -

Phone -

WELCOME !

Below Is Your Onboarding Progress:

Onboard Progress...

01. Welcome & Initial Steps

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02. Quick CRM Overview

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03. Setup: Business Profile

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04. Setup: Personal Profile

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05. Setup: Calendars

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06. Setup: Email

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07. Setup: Phones

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08. Setup: Payment Gateway

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09. Setup: Website Domain

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10. Setup: Connect Social Channels

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11. Setup: Essential Customization

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12. Setup: Importing Contacts

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13. Download Phone App

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14. Quick Account Template Overview

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15. Support Overview

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16. Book Onboarding Call

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17. Deep Dive: CRM Feature Overview

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18. Deep Dive: Template Overview

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19. Next Steps

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20. Create Your Affiliate Link

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