Setup order
1
Connect personal email and calendar
Each teammate can go to Settings → Connected channels and connect Google or Microsoft. This syncs mail and calendar context for that user.
2
Add workspace email domains
Admins can go to Settings → Channels and add custom email domains for shared inboxes, outbound senders, and appointment notification email.
3
Add phone numbers
Admins can go to Settings → Channels and add phone numbers for SMS, voice, appointment reminders, and personal inboxes.
4
Map imported CRM data
Use Settings → Data model and Contacts → Import to align CRM exports with Clearline fields.
What to configure first
Screenshot placeholder: add a settings screenshot showing Connected channels and Channels.