Important Setup Steps Before Using GoCSM

Before diving into GoCSM, you need to configure a few essential settings, much like setting up a GHL account

1. Setup Your Business Profile:

Navigate to Settings > Business Profile.

Add:

For Branded Domain we usually suggest using csm.companyname.com

2. Email Sending Domain:

Go to Settings > Email Services

Add your sending domain to match your company/support email for better email deliverability.

Click here to learn how

3. Buy A Phone Number:

Go to Settings > Phone Numbers.

Purchase a support phone number for SMS confirmations, notifications, and reminders.

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