No Active CRM Connection Error on Subaccount
Connecting Subaccount to the Assistantz Platform
Objective
To provide a clear and concise procedure for team members to resolve the "No Active CRM Connection" issue within the sub-account, ensuring a seamless connection to the system's platform and minimizing downtime.
Key Steps
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Identify the Issue
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Check for the red tape indicator that signifies "No Active CRM Connection" in the sub-account.
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Locate the Sub-Account
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Navigate to the appropriate sub-account where the issue is present.
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Attempt Initial Connection
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Click on the "Connect Accounts" option.
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Observe if the status changes to "Connected."
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Confirm that the orange ribbon indicating an issue has disappeared.
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Direct Connection Method (if initial connection fails)
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Navigate to the "Connect to GHL" option.
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Select the "Direct Connection" method.
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You will be redirected to the marketplace.
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Choose the specific sub-account you wish to connect (e.g., "Revival Health SMS AI Caller").
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Follow the prompts to establish the connection.
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Verify Connection Status
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Check the sub-account again for the absence of the red tape.
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Confirm that a green chain link icon appears, indicating a successful connection.
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Cautionary Notes
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Ensure that you are connected to the internet before attempting to connect the CRM.
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Double-check that you have the correct sub-account selected to avoid misconfiguration.
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If the connection fails after multiple attempts, consult with a supervisor or IT support for further assistance.