🎉READ This First
View this article first before getting started
1. Login to The Pro Platform
How to login to the app
2. Complete The Onboarding Form (MUST BE COMPLETED)
Complete the onboarding form to automatically build out your account.
3. Add Credits To Your Account
In order to send texts, emails, choose a phone number, and make phone calls, you need to add credits and update your auto-re-billing settings.
4. Download and Login to The PRO Mobile App
Download and Login to the PRO Mobile App
5. Pick a Phone Number
Get a phone number for your Pro Platform account
6. Required Steps AFTER Choosing Phone Number
You must complete this after purchasing a phone number
7. MANDATORY A2P/10DLC REGISTRATION
In order for your phone to work, you must complete this. A2P is federally regulated.
8. Integrating & Configuring Your Calendars
Here we will show you how to integrate and connect your calendars.
9. Add Yourself As A Test Contact
The purpose of adding yourself as a contact is so you can test sms, emails, and The Pro Platform features on yourself!
10. Import Existing Contacts/Contact Lists
Here we will show you how to mass import existing contacts and contact lists
Set Up Your Team (if applicable)
Here is how you can set up your entire team
🚀 NEXT STEPS 🚀
Now that you have the basics, lets dive into the fun stuff!