Getting Started for Admins & Owners

Welcome to the Getting Started Guide for Owners and Administrators. This guide is designed to help you review and configure the key settings needed for a smooth setup and launch. While not every setting may apply to your business, we recommend reviewing each section carefully to ensure your account is fully optimized.

Agency Settings

Communication Window

This setting controls when communications will be sent from your system.

Plans & Billing

To avoid disruptions in your day-to-day operations, ensure your credit card is connected by adding a payment method.  From this screen, you can also view invoices, plans, and points usage. 

Phone Numbers

Assign & Manage Numbers

Assign phone numbers to individual team members or for use across your agency! 

Add a Phone Number

Importing a Phone Number

GGMSCRM supports importing numbers from other platforms. Click the link above for instructions. 

Sender Identities

Sender Identities control the way the world perceives your email address. You can create as many email aliases as you would like and route them back to the appropriate inbox. In order to receive emails inside the CRM, the email addresses must be linked. 

Agency Theme 

Controls the look and feel of your CRM, up date your logo or colors!

Integrations

Connect other platforms to the GGMSCRM If you don't see the integration you're looking for, open a support ticket to see if we can create it for you

Team

Manage users and collections of users, for example, for lead routing.