This article is for business owners on the Mount Olympus plan. Your CRM (The Pantheon) and the Business Hub app come with you, and you run them as the business owner.
What came with you
Your contacts, companies, conversations, emails, texts, notes, tasks, opportunities, pipelines, automations, campaigns, invoices, contracts and the Assistant. Your phone numbers and texting registration came too, with no new registration and no new fees. Your agency's staff were removed.
Some automations may be paused with a note, when they used something only your agency had (like an agency template or an agency staff member). Open them, fix the step and turn them back on.
How to open it
- On the web: Open CRM in your portal header, or Messages for your conversations.
- On your phone: the Business Hub app, logged in with your Mount Olympus email and password. It shows your own business's logo.
Paying for texts, calls and email
Texts, calls and email sending come from your usage balance, on your Account page.
- Add funds from the card on file.
- You can turn on auto top-up.
- Sending stops if the balance goes below −$25, until you add funds.
Zeus in the CRM
Zeus helps in the CRM the same way it does for agencies, paid from your own Zeus credits. See Buy Zeus credits.
Payments from your customers
If your store, bookings or invoices took card payments through your old agency's account, that connection was removed at the move. Connect your own payment account in the CRM's payment settings. If you already used your own, it came with you.
Troubleshooting
- Texts aren't sending: check your usage balance on the Account page and add funds.
- "Connect payments" shows on my store or bookings: connect your own payment account.