WINGMANPlay the walkthrough and complete each connection as Zack shows it. Then use the written steps below to check your work and finish anything you missed.
Pause whenever you need to complete a step. The written checklist below follows the same setup process.
First login and initial connections · Approximately 5½ minutes
Keep this checklist open as you follow along, or come back to it after watching. Use the email address you provided Wingman.
Go to app.payprocrm.com. Your username is the email address you gave Wingman. Use the temporary password below for your first login.
Once inside, make sure you’re viewing your company’s account before continuing.
Connect the calendar you actually use to manage your day. For most clients, that’s Google Calendar. Use the CRM’s calendar connection settings and authorize access when prompted.
You only need to connect the calendar here. There’s no need to configure a meeting location or availability on this page.
In the CRM’s Integration settings, connect the Facebook account and business pages you use for your company. Connect the other social pages you want tied to your CRM as well.
This gives Wingman the connection needed to bring your lead forms and pages into the CRM follow-up sequences. If Facebook asks which pages or permissions to share, include the business pages we’ll use for your campaign.
Pick your preferred available phone number inside the CRM and complete the purchase step. Wingman covers the number automatically; this is part of your account setup.
After selecting the number, complete the Persona owner verification when prompted. Have your ID ready and follow the on-screen instructions until the verification is submitted.
On your phone, search for LeadConnector in the App Store or Google Play. Install it, sign in using your PayPro CRM credentials and allow notifications.
Keep notifications on so you see new conversations and leads when you’re away from your desk.
Once you’re logged in and the calendar, social accounts, phone number, owner verification and mobile app are set up, email zack@wingmanleads.com.
A quick note saying “My Wingman first access setup is complete” is plenty. Mention anything that got stuck so we can help.
After these steps
Wingman will check your connections and continue the campaign setup. Zack will arrange your launch call with you directly.
If a connection or verification step stalls, include that detail in your email to zack@wingmanleads.com.