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:
Your Logo
Company name
Business/support email
Phone number
Branded domain. Click here to learn how
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.
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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