Setup Email, Phone, and SMS in Lead Magno (Powered by GO HighLevel)

Ready to amplify your customer communications? With Lead Magno (Powered by Go High Level), you can connect email, SMS, and phone channels in just a few steps — giving you one centralized CRM management tool to engage your audience on their favourite platforms.

Whether your goal is lead generation, boosting response rates, or strengthening customer relationships, setting up these communication channels correctly is the foundation for success.

Why Setup Matters?

Before we jump into the “how,” let’s cover why. Setting up your email, SMS, and phone systems properly ensures:

• Better Deliverability: Emails land in inboxes, not spam.

• Instant Communication: Calls and texts reach leads without delay.

• Integrated Marketing: All communication flows into your CRM & marketing automation platform.

• Improved Sales Strategies: Every conversation is tracked, ensuring no lead slips through the cracks.

In short, this isn’t just setup — it’s building the backbone of your sales and strategy.

1. Setup Email

Email remains one of the strongest lead generation tools, but only if done correctly. You can’t send campaigns from free domains (like Gmail or Yahoo). Instead, use your professional domain for credibility and compliance.

Steps to Setup Email in Lead Magno:

• Navigate to Settings > Email Services.

• Click Dedicated Domain and IP → Create Dedicated Domain.

• Click Add Domain and enter a subdomain (e.g., lc.yourbusiness.com).

• Configure DNS records (SPF, DKIM, DMARC) in your domain registrar (GoDaddy, Cloud flare, etc.).

• Click Verify Records.

• Add any additional TXT records provided and verify your domain.

• Customize headers: set your “From Name” and “From Email.”

• Click Save.

Pro Tip: Use a consistent “From Name” like “Sarah at Lead Magno” — familiar names improve open rates and trust.

2. Setup Phone

Phone numbers make your CRM a true tool for sales by connecting marketing to direct conversations.

Steps to Setup Phone in Lead Magno:

• Navigate to Settings > Phone Numbers.

• Click Add Number > Add Phone Number.

• Filter numbers by country and area code.

• Select your desired phone number.

• Click Proceed to Buy.

Lead Magno integrates with Go High Level’s Twilio connection, so SMS and call charges are pay-as-you-go.

3. Forward Phone Calls

Stay connected and never miss an opportunity by forwarding calls.

Steps to Setup Call Forwarding:

• Go to Settings > Phone Numbers.

• Find your number → click the 3-dot action menu → Edit Configuration.

• Enter your preferred forwarding number (e.g., your mobile).

• Click Save.

Perfect for on-the-go sales teams and salesman management.

4. Contact a Contact

Need to reach one person quickly? Lead Magno makes it easy.

Steps to Contact a Contact:

• Navigate to Contacts.

• Search or filter to find your lead.

• Open their Contact Card.

With everything inside the CRM tool, you track every call, text, and email.

5. Contact Bulk Contacts

Want to run a lead magnet campaign or announce a new offer? Bulk actions let you reach hundreds of leads instantly.

Steps to Contact Multiple Leads:

• Navigate to Contacts.

• Apply filters to segment your list (e.g., Real Estate leads, Mortgage leads).

• Select checkboxes next to the contacts.

• Choose your bulk action → Send Email, SMS, or Add to Automation.

This is where marketing CRM power really shines — instant outreach at scale.

Key Considerations & Best Practices

• Compliance (10DLC for SMS in the US): Register your brand and campaign with carriers to avoid blocked messages.

• Dedicated Numbers: Use one number for sales calls, another for SMS marketing.

• Testing First: Send test emails and texts before large campaigns.

• Warm Up Your Email Domain: Gradually increase email volume to improve reputation.

FAQs

1. Can I use Lead Magno as a free CRM for email and SMS? While not a typical free CRM, Lead Magno (Powered by Go High Level) offers a complete CRM management tool with automation, pipelines, and bulk messaging — far more powerful than free tools.

2. How does setting up these channels help with lead generation? Once email, SMS, and phone are connected, you can run high conversion landing pages and lead magnet campaigns that automatically trigger follow-ups.

3. What’s the benefit of bulk contact actions? They save time, improve sales strategies, and scale communication for management and sales teams without manual effort.

4. Can I use one number for everything? Yes, but best practice is separating tools for sales (calls) from high-volume SMS numbers to keep communication clear.

5. Does this work for Real Estate, Mortgage, and Financial Services Lead Generation? Absolutely. These industries rely heavily on automation for marketing and instant response times — exactly what Lead Magno delivers.

Final Thoughts

Setting up Email, Phone, and SMS inside Lead Magno (Powered by Go High Level) is one of the smartest first steps in building a complete CRM & marketing platform. Done right, it unlocks better deliverability, faster response times, and automated engagement across every channel.

At Lead Magno, we help businesses implement seamless communication strategies — from sales management to automation for marketing — so no lead is ever left behind.

👉 Ready to set up your CRM for success? Book your free consultation today: https://leadmagno.com/zill