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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 your customizations set up
 
License lookup link: https://sbs.naic.org/solar-external-lookup/

2. Getting A2P Certified











This Video explains how to get A2p Certified for automated text messages to your leads. 
***If legacylifecrm.com doesn't work for you try using legacylifecrm.net***

https://www.wavv.com/?plid=157932

Wavv Promo Code - LEGACYLIFE
 

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3. Setting up Wavv Dialer
Wavv Promo Code - LEGACYLIFE
 
Sign up for Wavv using the Wavv Dialer tab on the left side of the CRM.
Use PROMO CODE LEGACY LIFE TO SAVE 10%

https://www.wavv.com/?plid=157932
Wavv Promo Code - LEGACYLIFE

4. Integrating your Google Calendar
 

5. Using the CRM
 

6. Uploading contacts
 

Join our discord for live dials M-F
 

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