Settings
- Add Team Members and Assign Roles & Permissions
- Agent Administration
- Add a Domain
- Add Custom Fields to an Account Record
- Business Information
- Generate Member Numbers Automatically
- Add a WhatsApp Provider
- Add SMS Provider
- Set up SMSPortal as an SMS provider
- Set up Clickatell as an SMS provider
- Add Email Provider
- Setting Up Sparkpost Account for Emails
- Setting up a MailTrap Account for Email Testing
- Create Regions
- Create Branches
- Create Projects
- Create Deactivations
- Create Qualification Entries
- Add Tax Values
- Add a Currency