PointWake CRM Training Video
Set Up Multichannel Communication
Configure email, phone, SMS and other communication channels so conversations can be managed together.
Set Up Multichannel Communication . 2:56 . Beginner . Communications and Compliance . Source: Set Up Multi Channel Communication & Start Engaging in Minutes (LeadConnector)
About this video
Set Up Multichannel Communication is a 2:56 walkthrough in the PointWake CRM training library. Configure email, phone, SMS and other communication channels so conversations can be managed together. We keep it on its own page so you can watch it start to finish without hunting through a long list of other lessons.
Texting and calling rules change often. This walkthrough covers the setup steps that keep your messages sending and your account in good standing. It is filed under Communications and Compliance at a beginner level. No prior setup knowledge is needed to follow along. Watch it once to see the full path, then open your own PointWake CRM account and repeat the steps on a real record so the setup sticks.
This recording is produced and hosted by LeadConnector, the platform infrastructure behind PointWake CRM. PointWake did not produce the video. We curate the sequence, add the setup context around it and support the work inside your own account. If you would rather not build it yourself, PointWake can configure this part of your account, connect it to the rest of your follow-up and hand it over working. Use the link to explore pointwake crm below to see how that piece fits the wider system, or head back to the full video library for the next lesson in the track.
What you will learn
- Where set up multichannel communication lives inside PointWake CRM and what it controls
- Configure email, phone, SMS and other communication channels so conversations can be managed together
- How this step connects to the rest of your lead follow-up so nothing is handled twice
- What to check afterwards before you rely on it with real customers