We all know that time is of the essence which is why Hustle created the Organization Setup Guide in order to make sure that you can get up and running on Hustle ASAP! This article will run you through to how access the Organization Setup Guide in the tool and what topics are covered.
Organization Setup Guide
In order to start sending messages on Hustle, a few key settings must be put in place first. The Organization Setup Guide is going to run you through which settings need to be handled in order for you to get texting!
To access the Organization Setup Guide, head to the admin panel and click into 'Settings' and choose 'Organization Setup Guide':
NOTE: The Organization Setup Guide can only be accessed by Account and Organization level administrators.
The Organization Setup Guide can only be accessed by Organization and Account level administrators.
Then follow the steps listed in the guide to get your Hustle organization up and running:
- Setup the General Settings for your Organization
- Create any necessary Custom Fields
- Create any tags needed for your Organization
- High five your colleague because you are ready upload contacts, add agents and create goals!
Now that your Organization has what it needs, you’re ready to get out there and start creating Groups and reaching out to your community. If only everything in life was this easy!