Convert AI - Account Launch | Scribe

    Convert AI - Account Launch

    • |
    • 24 steps |
    • 2 minutes
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    Only start this step once: - Either the Local or Toll Free number has been approved.
    1
    Open the Clickup card, and open the client Hubsot profile
    2
    Use the "Location Link" field to open the client Covnert account
    3
    Click "Settings"
    4
    Click "Phone Numbers"
    5
    Make sure that the approved phone number is the DEFAULT NUMBER
    6
    Click the 3 dots
    7
    Click "Set as Default number"
    8
    Delete other phone numbers.
    9
    Copy the default phone number.
    10
    Click "Custom Values"
    11
    Click the "Search Custom Values" field, and search for "phone"
    12
    Replace the phone number if needed.
    13
    Click "Edit Custom Value"
    14
    Click the "Enter value" field.
    15
    Click the "Enter value" field.
    16
    Click "Update"
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    You can close the Convert account and go back to the client Hubspot profile
    17
    Open the "Admin Login Link" field.
    18
    In the client Hubspot profile, copy the "RC Location API Key" field.