What is the Getting Started portal?
Your setup checklist when you join — it becomes the Help center once you're live.
Steps
- Open the Getting Started card at the top of your portal home.
- Work through the checklist — each item links straight to where you complete it.
- Required steps (branding, phone, 10DLC) turn the checklist into the Help center once done.
- You can click "Enter my CRM" any time to jump into the app; the checklist keeps your place.
Once your required setup is complete, this portal switches from "Getting Started" to "Help" and stays available for how-to guides and support.
Where this lives in the app
This is documentation for Virtual Closer. Book a walkthrough or sign in.