Welcome to SimpleGrowth!
We are excited that you are going to be working with us!
Here are the steps for connecting your Service Autopilot Instance to our Simple Growth SA Certified Advisor
Note: Please make sure your subscription level is "Pro Plus" before you continue on past this point! If you don't have a Pro Plus subscription, then you can't make use of Automations!
- Go to the Help tab in your Service Autopilot
- Click on Certified Advisors
- Find Mike Callahan --> Click on Learn More
- Click "Connect with Certified Advisor which will alert our team and we can confirm on our end.
- After we confirm, go back to that screen (Help -> Certified Advisors -> Mike Callahan -> Learn More) and give final approval.
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