Setting up pipeline stages
The default stages, when to customize them, and common pitfalls.
3 min
→Connecting your phone and SMS
Options for calling and texting — BrokerFold-issued number, your existing number, or both.
3 min
→Getting email to land in the inbox
DKIM, SPF, DMARC — what we set up for you, and what you need to configure on your side.
4 min
→Building your first automation
A template for the most valuable automation most solo agents build first: inbound lead triage.
4 min
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