Set the public identity
Use Portal Configuration for the portal logo, web icon, title and subtitle. Use Businesses & SMTP to review business identities and their sender configuration. Check that displayed business information matches the team that will handle each request.
Build the routing directory
Open Country & Service Routing at /admin/master/routing-v2.php.
- Add the countries you serve, using the correct two-letter country code and three-letter currency code.
- Under Businesses & Country Mapping, add each business and map its operating countries. Review any support brand or support form mapping.
- Under Services & Availability, add the services for the chosen business and select their available countries.
- Keep entries active only where you are ready to receive work.
The support and quotation journeys use this directory. A country, business or service missing from a form can be a configuration issue rather than a failed installation.
Review the forms
Use Forms & Embed for the configured enquiry forms and Quotations for quotation work. Review the information you request, the receiving team and the customer's confirmation. Configure only the external embed origins you actually use in Settings & SMTP.
Test as a visitor
Open /new/ and /quote/ in a separate browser. Check the country/business/service combinations, submit synthetic information and confirm the request reaches the intended staff screen. Test a reply and its email before placing forms on a live website.