Business Setup
Get your business set up on the platform!
Basic Business Setup
The first thing we need to do is set up your business and make sure we have the right settings and information for your company. Click the button to the right to watch that tutorial!
Integrate Your Social Media
On our platform, you have the ability to integrate with many applications such as Facebook, Stripe and Google My Business. Click the button to the right to watch the tutorial!
Adding Users & Restricting Access
As you dive in, you may want to add additional users onto your account such as your sales team, customer support etc. Here's how to add users and restrict their access.
Download The App
Our platform can be accessed easily through an iPhone or Android device via our app. Learn how to download the app and connect.
Add A Domain
With our platform you may want to build websites or funnels in our builder. In order to launch, you'll want to connect those to a domain name. In this video we show how to link your domains to our application and connect!
Add A Phone Number
On the platform, when sending out text messages or ringless voicemails, you'll need to add a phone number. In this video, we show you how to add a phone number and navigate the settings!
Add A Voicemail
On the platform, you can add a voicemail to your phone number in case you miss a call!
Sync your Gmail or Google Workspace account
You can add your Gmail or Google Workspace account to the platform now so that all inbound and outbound emails will sync between your accounts. Please be aware that ALL emails will sync, including emails with potentially sensitive or confidential data.
Velocity CRM Mobile App
We have a mobile app called Lead Connector. This app will tie into your account and allow you to access your contacts, messages, opportunities and a few other options directly from your mobile device so that you're connected to your business even when you're not at your computer
support@go3dc.com
Need additional support? Feel free to reach out and get expert help!