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Step 1
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Step 2
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Step 3
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Done
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You're all set, Team!
Your Smart CRM is now configured and ready to capture leads. We've connected your sources, invited your team, and set up your first routing rule.
Setup Summary
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api
1 Lead Source Connected
Website API
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group
3 Team Members Invited
Admin, Agent roles assigned
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route
1 Routing Rule Active
Round Robin