Question 1

Connecting Twilio

Accepted Answer

Create Your Account At Twilio:

Q: Prospecting

Prospecting This tool is currently only available in the USA and not in Canada. To navigate to the Prospecting tool, first be sure the toggle is set to sales, then click the Prospecting link in the left navigation menu. <img src="https://storage.crisp.chat/users/helpdesk/website/-/e/0/1/2/e0125f439ded0800/395d312c-023b-44a9-9bf3-ab305a_1waysxb.png" alt="" /> To start building your prospecting list you will first need to enter your niche, city, and state into the appropriate fields. Once the required fields have been added you will then click on the blue Search button. <img src="https://storage.crisp.chat/users/helpdesk/website/-/2/0/8/f/208ff37a84978e00/3d2d05ff-a7c9-48ba-9756-173ed3_17a5bip.png" alt="" /> The prospecting tool will then begin to fetch the data that matches your entries and you will be provided a popup with an estimated time of list completion, this is not the actual time it will take to provide the list. Once you click the “OK” button you will be taken to the Prospecting Search History page where you can view your other prospecting lists while your new list is being created. <img src="https://storage.crisp.chat/users/helpdesk/website/-/2/d/e/4/2de421cfe4498400/5e46e454-86c9-4e7d-9bf1-52501e_p8ey9q.png" alt="" /> Actual times will vary and you can check back on the search history page as it updates. <img src="https://storage.crisp.chat/users/helpdesk/website/-/9/c/9/4/9c94428b3c8a2000/2dc54571-8d0f-4181-9174-538920_109mx57.png" alt="" /> You can also navigate to other parts of Gonzy while your new prospecting

Click here -> Watch me first

https://www.twilio.com/

Select Option To Get A Twilio phone number:

Screen_Shot_2022-06-15_at_9.39.20_AM.png

Copy the Account SID and Twilio Phone Numbers, & Save Them Somewhere For Later Use:

${color}[#000000](Navigate To The API Keys Section:)

https://console.twilio.com/us1/account/keys-credentials/api-keys

${color}[#000000](Find Option To Create An API key:)

Twilio

${color}[#000000](Give The API Key A Name:)

twilio

${color}[#000000](Click Button To Create Your API Key:)

Twilio

${color}[#000000](Copy the SID & Secret And Save It Somewhere For Future Use:)

![Twilio](https://storage.crisp.chat/users/helpdesk/website/-/6/

Question 2

Api Documention

Accepted Answer

📘 Gonzy Public API (v1)

Authentication

Base URL: https://api.gonzy.com/api/v1/public Authentication Required: Bearer Token in Authorization header

Important Note: You'll get the bearer token from integration page inside the dashboard.

Get All Pipelines

🔹 Get All Pipelines

Endpoint: GET /pipeline Description: Retrieve all pipelines for the authenticated agency, including their stages. Authentication: Required

Response Example:

{
  "success": 1,
  "data": {
    "pipelines": [
      {
        "id": 1,
        "name": "Sales Pipeline",
        "default_value": 500,
        "status": "active",
        "stages": [
          {
            "id": 101,
            "name": "Prospecting",
            "days_due": 3,
            "description": "Initial outreach",
            "status": "active"
          }
        ]
      }
    ]
  }
}

Get Single Pipeline

🔹 Get Single Pipeline

Endpoint: GET /pipeline/{id} Description: Get a single pipeline by ID. Authenticatio n: Required

Response Example: ``` { "success": 1, "data": { "id": 1

Question 3

User Levels & What They Mean

Accepted Answer

Organization Admin

Ceates an organization
Selects a subscription
Can create users stated below
Can invite Organization Users by Email
Can assign roles to users that are stated below
Can manage the status of its organization
Dashboard (Organization Info, All Organization Users, Companies, Projects, Project Team Activities, Pipelines, Deals and Deals Statistics)

Sales Manager

Can view prospecting page and all pipelines under his/her current organization
Can manage deals
Can create Sales Team Members stated below
Can invite Sales Team Members by Email
Can assign specific pipelines to Sales Team Members
Dashboard (Sales Team Members Activities, Pipelines, Deals and Deals Statistics)

Sales Team Member

Cannot view the prospecting page
Can view any pipelines that have deal cards assigned to this user
Can manage deals that belong to pipelines assigned to this user
Dashboard (Activities, Pipelines, Deals and Deals Statistics)

Company Manager

Can create users stated below
Can invite Organization Users by Email so long as they are also Company Managers
Can manage the status of companies assigned to this user
Dashboard (Company Info, All Company Users, Projects, Project Team Activities, Project Tasks, Project Tasks Statistics)

Question 4

Team

Accepted Answer

Team

To get started you need to first click on the gear icon located in the upper right corner from your Gonzy dashboard.

You can add as many team members as you need, to your organization. Adding team members to your organization will allow you to assign task, projects, and companies to those team members.

Once you click on the Sub menu labeled “Team” you will be taken to the team page where you can see all of your team members assigned to your organization.

To add more team members click the blue button labeled “+ Send Invite”

From the Team Invite pop-up you will need to first add the email address and the Gonzy Membership level to your organization. Reference the Membership user levels guide to decide what membership level each team member should be added as for your organization.

Your new user will receive a registration email from Gozy, below is an example from gmail that your new user may receive:

Your new use

Question 5

Billing

Accepted Answer

Billing

Send invoices to your clients using Stripe integration. First set up your stripe account and integrate it to your Gonzy account. Once your stripe account is connected to your Gonzy account, you can invoice your clients on a 1 time or recurring basis.

To get started first toggle your switch to “Fulfillment”

From the Client Management / Fulfillment dashboard your will then choose the project that you would like to create an invoice for by hovering over your Company or Project, then clicking on the blue button labeled “Manage”

Once inside the Company or Project dashboard, select the link labeled "Billing" on the left navigation menu.

Once on the Company or Project Billing page you will be shown an overview of the existing billing information for this Company or Project.
View previous year results, create a product, or choose and existing product that has already been configured for this Company or Project.

To Create a product click on the button labeled "+ Create produ

Question 6

Prospecting

Accepted Answer

Prospecting

This tool is currently only available in the USA and not in Canada.

To navigate to the Prospecting tool, first be sure the toggle is set to sales, then click the Prospecting link in the left navigation menu.

To start building your prospecting list you will first need to enter your niche, city, and state into the appropriate fields. Once the required fields have been added you will then click on the blue Search button.

The prospecting tool will then begin to fetch the data that matches your entries and you will be provided a popup with an estimated time of list completion, this is not the actual time it will take to provide the list. Once you click the “OK” button you will be taken to the Prospecting Search History page where you can view your other prospecting lists while your new list is being created.

Actual times will vary and you can check back on the search history page as it updates.

You can also navigate to other parts of Gonzy while your new prospecting

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