How do I get my domain set up in the CRM?

To set up your custom domain in the CRM, follow these steps:

Fill out the Custom Domain Setup Form: Complete the form below with the necessary details about your domain and CRM configuration linked here: https://forms.clickup.com/9011673751/f/8cj6emq-7331/IQ5RDXMJHNPQ4KSLCU
Provide Access: After submitting the form, make sure to grant us access to your domain registrar or DNS settings. This is required for us to configure the domain correctly within the CRM. Reference the resource here: https://learn.loansigningsystem.com/existing-domain-step
Our Team Will Configure It: Once we have the required information and access, our team will set up your domain in the CRM and ensure everything is working smoothly.

If you have any questions or need assistance during the process, feel free to reach out!

This process involves filling out a setup form, granting access to your domain settings, and allowing the CRM team to configure your custom domain. Once set up, your domain will be fully integrated with the CRM for a seamless experience. Support is available if you need assistance.