FREE VIDEO TRAINING
Learn the PointWake CRM platform one feature at a time. Browse short walkthroughs for contacts, conversations, pipelines, calendars, follow-up, messaging, reviews, websites and AI tools, then ask PointWake for help when you want something configured.
These platform walkthroughs are produced and hosted by LeadConnector, the platform infrastructure used by PointWake. PointWake has curated the lessons, organized the learning path and written original implementation overviews.
New here? Start at the Training Center, or see the platform itself on PointWake CRM.
Messaging features must be used only with appropriate consent, sender registration and opt-out handling. Healthcare businesses should not place PHI into marketing, SMS or AI workflows unless the specific account, integration and workflow have been approved for that use and the necessary agreements are in place.
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Source: Set Up Multi Channel Communication & Start Engaging in Minutes . LeadConnector
Configure email, phone, SMS and other communication channels so conversations can be managed together.
Explore PointWake CRMSource: Reach Customers with Your First SMS Campaign . LeadConnector
Learn the mechanics of SMS workflows, templates, personalization and scheduling.
Send messages only to properly opted-in contacts. Business texting may require A2P registration, approved sender information and compliant opt-out handling. Do not include PHI or other regulated data unless the workflow has been specifically approved.
Request Messaging SetupSource: A2P 10DLC white label version . LeadConnector
Understand the foundational registration process used for business texting on United States phone numbers.
This is an older foundational overview. Requirements, pricing and platform screens may have changed. Verify the current registration process with PointWake before relying on these steps.
Ask PointWake About A2PHave PointWake configure this
Prefer it set up correctly the first time? We build the workflow in your account and test it end to end.
Recorded lessons are great for orientation. When you are blocked, a private session in your own account is faster.
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