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Before working on the checklist, make sure all the setup tasks from Get Started screen are completed.
- Define organization (right access levels)
- Upload all Admin level templates
- Add predefined Stages
- Do email verification for campaigns
- Google place ID
- Texting configuration
- Admin level Tags (Directory/Deals)
- Checklist
- Admin level Intake form
- Admin level set up single contact drips
- Client Portal Button on website
- Google Review iframe
- Website intake forms
- Signatures
- Work email integration
- Setup Scheduler