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You will need a Customer Engagement license in GoTo Admin to access this product, but a license is not required to complete the onboarding process.
You must also be an administrator or super administrator to complete the Customer Engagement onboarding process.
To learn how to import shared contacts using the GoTo desktop app, watch this video: https://youtu.be/NZi-n6DF59k
You can find more videos on the topic of customer loyalty in this playlist: https://www.youtube.com/playlist?list=PL1cRWWlpjGaPieazgHQ_zlaXPQMYhF5Di
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TIMECODE CHAPTER
00:00 Introduction
00:49 Setting up Customer Engagement for the first time
01:07 Select your phone number
02:56 Add your team
03:50 Import contacts
05:36 Create a test contact
06:15 Complete setup and next steps
06:27 Exploring customer engagement options from the GoTo desktop app
07:05 End credits
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