Onboarding Checklist

Getting to know all about your Ringy CRM 🚀

Onboarding Phase 1  

• RINGY Training 
• Account Settings, General Info 
• Dashboard Overview
• Phone Numbers
• Lead Vendors

• • Lead Vendor Setup
  • Lead Distribution Options
• Leads

• • Leads Page
  • Lead View
  • Upload CSV File
• Text and Email Automations

• • Preset Texts 
  • SMS Drip Marketing
  • Initial Preset Email 
  • Email Drip Marketing
  • Inbox
  • Preset Texts Tab

• Manage Account tab

• Sales Pipeline and Progressive Dialer
• Compliance
• A2P 10DLC / Business Profile

Onboarding Phase 2

• Google Calendar
• Booking Page 
• My Team
• My Company 
• Campaigns 
• Reports 
• Billing

HAPPY SELLING!