1. Go to settings > domains > press "+Add New Domain"
2. Add a subdomain example: "my.abc.com" you'll need to access your DNS settings
3. Go to NameCheap.com > Access MYCRMSUPPORT.COM
4. Add CNAME record with "BusinessName" of Agency
5. Use flashfunnels URL for CNAME

If using Mailgun as SMTP Service

1. Settings > SMTP and Mailgun Service > Select "Default Provider"
2. Add Forwarding Address: (This can be multiple emails or a single email where all emails coming into CRM are forwarded to)
3. Add BCC: If you'd like to have emails be BCC'd to another inbox add those here
4. Enable "Forward to Assigned User" this forwards emails to the user assigned to the particular contact
5. Press "SAVE"

Ask Agency Owner to Add

1. New ADMIN Agency user > Under Agency View > Settings > Team Management
2. First Name: Support
3. Last Name: Team
4. Email: [AgencyBusinessName]@mycrmsupport.com
5. Password: Agencybusinessname###!

Go to settings > Team Management

1. Add Employee
2. Enter user info as much as readily available
3. Assign a temporary password
4. Define User Permissions to Enable [For non-Admins Disable: Campaigns, Triggers, Online Listings, Settings, Tags, Marketing, Funnels, Bulk Requests]
5. Select User Role
6. SAVE
7. Fore the remaining information each user will need to follow the "User Settings Checklist Column"

https://affiliates.gohighlevel.com/?fp_ref=wdmcrm&share=OfZmDjcVvWasybtBmS1j

Go to settings > Profile

1. Add headshot photo (optional)
2. Make sure name is spelled correctly
3. Make sure email is correct
4. Add Phone Number > NOTE: this phone number will be used to forward calls to this number anytime this user is assigned to a contact in the CRM [DO NOT EXTENSION]
5. Press "UPDATE PROFILE"

Go to Settings > Profile

1. Scroll to the bottom of the page under Calendar Configuration
2. Add Primary Calendar
3. Select Conflict Calendars

Go to settings > Profile

1. Scroll down to bottom of the page
2. Under integrations "Connect Zoom"

Go to settings > Profile

1. Scroll down towards the bottom
2. Under "User Availability" (Relates to when the user is available to take appointments)
3. Select Meeting Location: Zoom or Custom (Custom can be a location address, a message, or a permanent online meeting link)
4. Press "UPDATE AVAILABILITY"

Go to settings > Profile

1. Scroll towards the bottom
2. Under Email Signature
3. "Check" Enable Signature on All Outgoing Messages
4. "Check" Include this signature before quoted text in replies
5. Add email signature or see below for a shortcut

If your email already has an existing email signature

1. Go to your email > copy the current signature text/logo everything as is
2. Go to https://wordtohtml.net/
3. Paste the signature on left box
4. Copy to HTML code in the right box
5. Now go to CRM > Email Signature
6. Press the "< > " Source Code button
7. Paste the HTML code here > Press OK
8. Press "SAVE"

Go to settings > integrations

1. Connect Google Analytics (if there is an analytics account otherwise skip)
2. Connect Google My Business > Enable GMB Messaging (Do Not Enable Call Tracking)
3. Connect Facebook > Enable Facebook Messenger
4. Connect Stripe Account

On the left Menu Bar > Funnels and Websites > Funnels

1. Edit each funnel > Go to Settings
2. Under Domain > Select subdomain URL
3. If favicon is available add Favicon URL [otherwise skip]
4. Press SAVE

Go to settings > Custom Values

1. Update all custom value fields with appropriate values

Grab URL link from funnels for agencybusinessname.mycrmsupport.com/support

Switch to Agency View

Settings

Custom Menu Link

Link Icon: wrench

Link Name: Create Support Ticket

PASTE LINK URL here from Funnels