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Adding Previous Customers

Upload your list

Have a database you want to add to the platform? Watch the video and upload your list of customers into the CRM. Don't have a list currently? No worries, just hit the next button below.

Import Your Previous Customer List >>

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Navigation OverviewWalkthrough of the application.

Core Business Details SetupClick here to start add in your core account details.

A2P Trust Center SetupNeed to get approved to send texts?

Platform IntegrationsLet's get you integrated to take full advantage of the platform.

Grant Social AccessIf we are running ads for you, we will need access.

App DownloadGet our platform on your mobile!

Upload Your DatabaseUpload past customer lists.

Add Additional UsersNeed to add staff to the platform?

Client QuestionnaireLet's get a feel for your product, brand and audience.

Asset UploadSend us your logo or other elements.

Grant LoginsAre there other software we need access to?

Command Center Resources

Need quick access to your resources? Click the buttons

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OnboardingClick here to get onboarded.

Site CustomizerClick here to quickly customize sites.

Training CenterLearn how to use your new marketing system.

Other Products & ServicesClick here to get onboarded.

Billing PortalClick here to go to billing.

Support PortalClick here for more video resources.

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