LinkversalPRIVATE STAGING

Setup guide

  1. Sign in to your private staging account.
  2. Connect the approved test CRM account and explicitly select each client account.
  3. Connect your phone service, map team members and choose a default sending number when these steps become available.
  4. In your CRM, open Settings → Phone Numbers → Advanced Settings → SMS Provider, select the normal sending provider and save. Recheck this after reconnecting or reinstalling.
  5. Run an approved test only after the sending safety checks pass.

Number mapping, live sending, workflow actions and call history are not enabled in this staging build.