SIMPLY MAGIC CRM

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GOOGLE AND TENANT ONBOARDING

Set up a tenant, Google, Gmail, Twilio, and starter content

Tenant Setup is always available from the Business menu. It reads and saves the current tenant's company name, email signature, canned emails, terms, forms, media, and catalog records.

Google Cloud fieldCRM-hosted sampleTenant-domain sample
App nameCustomer Company CRMCustomer Company CRM
User support emailowner@customercompany.comowner@customercompany.com
Application home pagehttps://answers.gameshowpartyevents.com/oauth-branding/customer-companyhttps://customercompany.com/crm
Privacy policy.../customer-company/privacyhttps://customercompany.com/privacy
Terms of service.../customer-company/termshttps://customercompany.com/terms
Authorized domaingameshowpartyevents.comcustomercompany.com
Developer contactowner@customercompany.comowner@customercompany.com
App logoDownload the generated 512 x 512 PNG from setup.
  1. Open Tenant Setup and enter the company name, signature, canned email text, and terms.
  2. Use CRM-hosted Google pages or enter the tenant's own HTTPS page URLs and root domain.
  3. Save the branding package, download its logo, and copy the values into Google Auth Platform.
  4. Add the shown redirect URI and publish the Google app to Production under Audience. Testing-mode Gmail grants can expire after seven days.
  5. Connect the tenant's Gmail account and enter its own Twilio SID, token, and phone number unless a platform-managed service is assigned.

New tenants receive clearly marked SAMPLE records: a customer with email history, email template, form, JPEG, customer PDF, and catalog product. These starter records can be edited, duplicated, or deleted.

Manual PDF

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