ONBOARDING CHECKLIST
Log In and Credentials Saved
Download Lead Connector Mobile App
Connect GMB
Connect Facebook Messenger
Connect Outlook/Zoom
Review Profile Information and Team
Paste Review Link in Reputation
Customize Review SMS
Customize Review Email
Add Twilio Phone Number
Add Forwarding Phone Number
Add Missed Call Text
Integrate Preferred Calendar
Review Integrations
Go to Rev Voice Recorder (
)
Review Marketing Sequences for Edits and Changes
Insert Custom Tags and Triggers
Train on Pipeline and Opportunities
Example Sequence Assignment
Yext Directory Listing SEO Package
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