Set up your communication channels early — ideally while your website is still being built — so you’re ready to respond the moment your first lead arrives.
Connect your sending email
Connect the email address you use for business (Gmail, Outlook, or others) so you can send and receive email from inside your CRM — and every conversation is logged on the lead’s profile automatically.
Set up your email domain
Authenticating your email domain (SPF/DKIM records at your domain provider) dramatically improves deliverability — your messages land in inboxes instead of spam folders. Your account walks you through the exact records to add; the process is similar to connecting your website domain.
Connect your calendar
Sync your Google or Microsoft calendar so appointments booked with leads appear alongside your existing schedule — and you never double-book a showing.
Texting
Where texting is enabled on your account, you’ll complete a one-time texting compliance registration (required by U.S. carriers for business texting) before you can send. Your account guides you through it — approval typically takes a few business days.
Recommended order
- Sending email (immediate benefit, 2 minutes)
- Calendar (2 minutes)
- Email domain (needs registrar access — do it alongside your website domain setup)
- Texting registration (start early; approval takes days)

Comments
0 comments
Please sign in to leave a comment.