Review how to keep compliant & our best practices advice

Set up your Custom SMTP to begin using email features.
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Set up your automated campaigns & check out other marketing opportunities. 
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When testing your emails, use the SEND SAMPLE option in the templates section. It will show you a sample lead or client name and details of whomever is first in your lead or client list.
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When testing text messages, do NOT test with your own cell number as it will confuse the system if you have your cell number in your agent details and in a lead/client file. If you're sending a message to a family member, colleague or friend to test, write them a real message like "Hello, Let me know if you receive this message. Thanks!" If you write something like "TEST" or "SAMPLE", the recipient's carrier may block it automatically thinking it's spam.

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