Required at creation — CRM and billing linkage break downstream without it, and it is discovered late.
Does this team need to be organized under a parent team?
NoYes
Select a parent team
NewB4
Bought here instead of by hand in Cloudflare. Links without one get flagged by carriers.
.link
B2 · B3
Four settings across three surfaces, bundled into one choice. Nine combinations exist today; only these four are valid.
Corporate = Yes with Hybrid = On is contradictory — a single-number brand has nothing to route between. Kiosk allows it today and at least one production team has both set. The selector makes it unreachable.
The toggles still exist in the backend. This is what the selector writes.
One-time-per-brand work that is currently remembered, or forgotten, by hand.
B6
~10 rejection events across 8 customers in 12 months. Starting registration here means every submission goes through the same path.
Brand registrationQueued
Campaign registrationBlocked on brand
A human, not a shared inbox
Generic addresses cannot accept terms. ~60 Picklr locations froze because the master file held these instead of humans.
Optional
—
The checklist that currently lives in someone’s head. Nothing here is remembered by hand.
What creation now guarantees
A CRM link that exists and resolves — not an optional field somebody skipped.
One named configuration profile instead of nine reachable combinations of four settings.
The default group status decided deliberately, in the open, at creation.
A short URL owned and tracked, so links are not flagged by carriers.
Compliance automations and Intelligent Inbox on from day one.
A human owner email, so terms can actually be accepted.
Kiosk Mode