15 docs tagged with "client-essentials"

How to bring a WhatsApp phone number onboard so it works inside your CRM — what you provide, what we handle.

How to connect your Square account to your CRM so you can take online and invoice payments through Square.

How to reach the Symphony Core team — the address to use, what to include, response times, and what support covers.

How to add Symphony Core as a partner on your Meta (Facebook/Instagram) Business Manager so we can run ads, messaging, and WhatsApp.

The steps to move your domain registration away from Cloudflare Registrar to another registrar, cleanly.

How to grant Symphony Core access to manage your DNS when your domain uses Cloudflare.

How to give Symphony Core what we need to set up your website and email DNS when your domain is at Namecheap.

Grant Symphony Core manager access to your Google Business Profile so we can optimize your local listing.

What to expect if you end your Symphony Core engagement — your data, your accounts, and a clean handover.

How to take payments and send invoices from your CRM, and which payment providers are supported.

To send business SMS in the US you must register with carriers using your exact IRS legal name and EIN. The CP575 is the letter that proves them — here's what it is and how to supply it.

The difference between the WhatsApp Business API in Symphony Core and the WhatsApp app on your phone.

Automated emails from your CRM send through a dedicated sending subdomain for deliverability, so the technical 'from' details can look slightly different — here's why that's normal and good.

Why owning business email on your own domain with Google Workspace improves professionalism, security, and control.

Your CRM sends automated marketing and reminders; Google Workspace is your one-to-one business inbox. Here's why you want both and which to use for what.