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Settings → Connections → CRM & sending is where you say which CRM holds your sales record, what sends your email and texts, and the address or number each message comes from. The rules around sending — message limits, quiet hours, the postal address, tracking and blocked addresses — are on Compliance. Changing this page takes someone who can edit the workspace’s settings, which means an owner or admin. Everyone else can read it.

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Which CRM holds your record

The Connected CRM panel offers four choices: The active choice carries Active (Goosy CRM) or Connected. A line under the panel says what sends your messages — Sending goes through Goosy, or through your CRM when it sends for you. To connect or disconnect HighLevel, use Connect in Accounts or Disconnect in Accounts; see Integrations. With a CRM connected, the page also shows that your contacts are syncing from it. While your CRM does the sending, Send from Goosy instead? offers Move to Goosy sending, and your contacts come with you. If your CRM is disconnected, the page warns that email and texts are not sending: anything an automation tries to send stops and waits for you. Nothing changes until you choose — Reconnect in Accounts, or Move to Goosy sending. When your CRM sends, Goosy’s automations and sequences still run on Goosy, and each message lands in the contact’s conversation in your CRM. Closing a deal never changes consent, and a do-not-disturb flag in your CRM stops Goosy’s sends.

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Email

The Email section lists the addresses your email is sent from. On Goosy’s own sending, anyone can send from any active address, the workspace has one default, and each person can pick their own with Make my default. Choose Add email address and pick your default domain or a domain of your own; replies to it land in your Goosy inbox. With no address yet, nothing emails. Each address shows what state it is in — Default domain, Waiting for DNS or Verified — and Sends by default on the default one. A row shows the Cap today, the most it will send in a day. The row’s menu offers Make default, Assign… (to a teammate) and Remove…. If the safety rules pause a sender, the page says so and why.

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Texts

The Texts section lists the numbers your texts are sent from. A number cannot send until the carriers approve it. Choose Buy a number, then local or toll-free: local numbers take about two to three weeks to be approved, toll-free about three business days. Goosy walks the number through the carriers’ registration — the business it sends for, what you text, samples, how people opt in and your volume. A number shows Not registered, Pending registration or Held for review until it can send, and a rejected one shows the carrier’s reason and lets you fix and resubmit.

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WhatsApp

The WhatsApp section lists the WhatsApp numbers your messages are sent from. WhatsApp is connected under Accounts; once it is, its numbers show here so you can set a default, assign one to a teammate and see its limit. Templates opens your WhatsApp message templates. Meta still setting up a number, or reviewing its name, shows on the row.

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Business details

Business details is kept once and reused. Your brand kit and emails use the names, your email footer uses the postal address, and texting uses all of it. The card lists your Business name, Legal name, Postal address and What you send, and shows Ready for texts or what texts still need. Choose Edit to change it. It is also where Edit in Business details on Brand takes you.

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Calendars and meetings

A line shows which calendar is connected — No calendar connected, or your CRM’s calendars. Save meeting notes to contacts adds a meeting’s notes and summary to the contact it was with. Booking messages sets what guests and hosts hear when a meeting is booked, moved or cancelled, and the reminders before it. They are sent from your workspace’s sender, and a text goes only to a guest who agreed to texts. Each calendar can set its own.

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What to do next

  • Compliance — limits, quiet hours, postal address, tracking and blocked addresses.
  • Integrations — connect HighLevel, WhatsApp and the rest.