Perfectomy Knowledge Base

Account Settings

Articles that explain how to configure different aspects of your account

  • Create an SMS Campaign
  • Configure your SMS Campaign Settings
  • Add your business information
  • Signup for a Perfectomy Phone
  • Add User to Account
  • Sign Up For SMS Campaigns
  • Buy a Phone Number
  • Create a Use Case for your campaign
  • Submit your information to verify your brand
  • Add Users to a Team
  • Get started with Email Campaigns
  • How to start accepting payments in Account
  • Filter Leads Deals or Patients
  • Create or edit a saved view

Categories

  • Account Settings
  • Deal
  • Lead
  • Patient
No results found

© Perfectomy 2026. Powered by Help Scout