Our onboarding roadmap consists of five main steps:
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1. Phone Service: Know our accepted service providers, help you set up or create an account, know how to integrate phone service, provide training on Trusthub registration, and offer troubleshooting and support.
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2. GHL Integrations: Understand the steps and the importance of integrating GHL locations, learn how to set them up, and find guidance on troubleshooting integration-related issues.
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3. Dialer Contacts & Users: Manage your contacts effectively, set up and manage user accounts, and access support for contact and user-related issues.
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4. Outbound Campaign: Know the elements of an outbound campaign. Create, update, and launch effective outbound campaigns. Learn some best practices.
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5. Inbound Settings: Create call flows, configure inbound call settings, learn to handle incoming calls to LP numbers efficiently, and get support for any inbound call-related issues.