MITS ONE Overview

This Owner’s Guide provides practical, task-focused instructions for getting started with MITS One, completing common workflows, and finding support. It is intended for day-to-day team members and location owners.

For any support please contact the following: 
Sean@madeintheshade.com | support@madeintheshade.com 

To schedule any calls regarding about MITSOne please use the following link:
https://bookings.cloud.microsoft/book/MITSONEOnboarding@madeintheshade.com/?ismsaljsauthenabled

🚀 Quick Start & Settings

1.  Sign in: Go to the link provided when invitation is sent from "noreply@replies.acct-mgmt.com" to your email and sign in using the email that you received the invitation from and set up your password. You will use crm.mitsone.com to sign in, moving forward after the initial setup.

2.  Confirm your user profile: Verify your name, email, phone number, and notification preferences.

3.  Confirm your settings: review roles & permissions, call & voicemail settings, User Availability, and Calendar Configuration.

4.  Complete the Business Profile Page: Ensure General Information, Business Physical Address, Business Information are up to date for us to verify your phone for A2P Brand Campaign.

5.  Integrations: If not active already, on the integrations tab, please be sure to connect your Google Business Profile, social media, QuickBooks, and Google Ads if applicable.

6.  Downloading The Mobile App: On your mobile device download the HighLevel App and login with the same credentials.

📞 Phone Porting & Configurations

1.  Confirm your Settings: Ensure General Information, Business Physical Address, Business Information are up to date for us to verify your phone for A2P Brand Campaign.

2.  A2P Branding & Verification: The first thing we need to do is verify your sub account through A2P, a temporary phone number based on your area code will be bought and sent for brand verification to ensure you're a "real business" allowing you to have messaging and calling live before we port your number in.

3.  Porting Podium Numbers: we have this information for you, just give us the green light to port. Podium will be available still to cross reference any old messaging or contacts.

4.  Porting NON-Podium Numbers: Please provide us with Account number, PIN and a recent billing of the phone, once we received that we will submit it for porting

5.  Porting Timeline: Porting can take up to 1-2 weeks to fully be swapped into the MITSOne account, unfortunately we cannot give an accurate day or time when it will land. 

6.  Confirm your Phone: When the number has been ported, we will upload an updated CSV of your contacts and set up your call routing as we all notifications. 

7.  Phone IVR: Any additional phone settings such as IVR or Voicemail please provide us with a MP3 file and we will get that updated for you.

🔐 Roles & Permissions

Admin (Location Owners): Manage the account, configure settings, manage users, calendars and all CRM capabilities. 
User (Team Members): Handles day-to-day work such as lead conversations, appointments and tasks assigned to a specific user.
 

📚 MITSOne Menu Links

Dashboard: Quick overview of performance, including leads, appointments, sales and other data. 

Conversations: Customer communications from one inbox including SMS, email. calls, social media messages.

Calendars: Manage appointments calendars, availability, bookings and calendar settings. 

Contacts: View and manage customer informations, including contact details, activity, tags, notes and communication history. 

Opportunities: Track leads through the sales process pipeline.

Marketing: Schedule and manage social media posts and create email campaigns. 

Automation: Automations that follow up with leads, sends messages, assigns tasks, update lead info and trigger actions based on customer activity. 

Sites: View form submission history to see when leads were submitted and review information they've provided.

Media Storage: Upload photos and videos from your jobs and organize them into folders for the marketing team to use your content to upload local social media. 

Reputation: Monitor and manage customer reviews, send review requests, track your reviews across all platforms.

Reporting: View Performance reports for calls, appointments, specific users and other business metrics. 

Owners Map: MITS Owners territory map to see all locations and zip code territory per-location.

MITSOne FAQ: MITSOne knowledge base and guides to help you out starting off with the new CRM.

MITS Dashboard: Marketing Dashboard for premium marketing, allows you to see website and ad reporting.

MITS Central: Centralized Dashboard for everything MITS Related.