💻Installing the CRM App

This guide will walk you through installing the MyOwnSIM app from the marketplace, enabling your phone to function as an SMS gateway, trigger missed calls into your CRM, and display CRM contact detail

Step-by-step Guide

1. Log In to Your CRM Platform

   1. Access your CRM dashboard using Admin credentials.

2. Navigate to the App Marketplace

   1. On the left side panel, go to the App Marketplace.

   2. If you cannot find it, ask your agency administrator to follow these steps for you or provide you access to install marketplace apps.

3. Search for MyOwnSIM App

   1. In the search bar, type MyOwnSIM and wait for the results

4. Select the MyOwnSIM App

   1. From the search results, click on the MyOwnSIM app to open its details page.

5. Click on Install

   1. Proceed with the app installation and follow the steps shown there.

6. Refresh your CRM page

   1. Once the Marketplace app is installed, you need to refresh your web browser page for changes to apply.

7. Go to MyOwnSIM App Connect panel

   1. After refreshing the site, a new icon will appear on the left side of the CRM. Click on it.

You're ready to follow to the next steps!

After installing the marketplace MyOwnSIM app, you are ready to proceed

You will configure your phone as a gateway for SMSs and calls, linking it to your CRM contacts. Follow to the following page to continue with the setup process.