Question 1

Connecting Twilio

Accepted Answer

Create Your Account At Twilio:

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

Calendar

Accepted Answer

The Gonzy calendar allows you to manage all of your meetings without leaving Gonzy.

Integrations

You can sync with Google Calendar or Outlook Calendar from the integrations page. Navigate to the integrations page by clicking on the gear icon in the header and then click the Integrations link.

To import your meetings, click on the Connect button below the Calendar Integration, select your platform and you will be redirected to a sign-in consent page from Google or Microsoft where you grant consent to Gonzy to view and modify your calendar events and then you will be brought back to the Gonzy app when you are done granting consent. Now if you navigate to the Calendar page from the same header dropdown menu of links you should see all of your meetings synced from your selected platform.

Meetings

You can create one-off meetings at a particular date & time and invite attendees to those meetings.

Click on the + Create an Event button. You will see a dropdown - select Meeting.

Question 4

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 5

Pipelines in Fulfillment

Accepted Answer

Pipelines within fulfillment allow you to create a custom series of stages to move deals through for your customer.

Navigate to the pipelines page within fulfillment by first toggling to the Fulfillment with the toggle in the app header. You will be taken to a page where you can see a list of companies/customers. Either create a new company or click to manage an existing one. You will then be taken to the fulfillment dashboard for that company and you should see a link in the left side menu for Pipelines. Click on the Pipelines link.

From within the Pipelines page select the dropdown below the Pipelines header text and select “Create new pipeline” to create your first pipeline. You assign a name to the pipeline and the average $ value to the deals in that pipeline.

Once you created your pipeline - you can click the + Add a stage button to add the different stages of the pipeline. This will set up a kanban style board for you to drag and drop deals between the different stages.

Deals can be added to the pipelines page within fulfillment in two ways. You can add a deal directly clicking on the + Add a deal button or within the Leads page and form submissions table on the Forms page you can select leads / form submissions and push them to a pipeline. This will create a deal for each of the leads / form submissions you selected and you can now move the

Question 6

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

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