Getting started

Create and verify your account

1. Open Sign up and enter your details.
2. Check your inbox for the verification message. Use the resend option if you need another message.
3. Open the verification link, then sign in.
4. Complete your profile when prompted.

If sign-in fails, check the email address and password shown in the form. Use Forgot password to request a reset message.

Create or join an organization

Choose the option to create an organization and give it a name. Once creation and activation succeed, the application opens that organization's workspace. If you received an invitation instead, open its link and follow the acceptance instructions using the invited email address.

Use the organization selector to switch workspaces. Your personal account remains available there. Always check the current organization before changing shared information.

Continue in the workspace

Open CRM to work with contacts and deals. Organization settings contain membership and other shared settings; the controls available to you depend on your role. Provider-dependent features show an unavailable state until the required service is configured.