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CRM, Leads, Dialer & How it all Works
Setting up your Legacy Life CRM
If you don't have the CRM yet subscribe here
Once subscribed your account will be built and you'll receive an email with your login to app.legacylifecrm.com
1. Getting A2P Certified
This Video explains how to get A2p Certified for automated text messages to your leads.
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2. Getting your customizations set up
License lookup link: https://sbs.naic.org/solar-external-lookup/
4. Integrating your Google Calendar
5. Using the CRM
6. Uploading contacts
Join our discord for live dials M-F
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