Installation & Setup

This guide covers the initial setup process for your CRM account. Follow these steps to get up and running quickly.

Prerequisites

Before you begin, ensure you have:

• A valid email address
• Admin access to your organization’s account (if joining an existing workspace)
• A modern web browser (Chrome, Firefox, Safari, or Edge)

Step 1: Create Your Account

1. Navigate to yourcrm.com/signup
2. Enter your business email
3. Create a secure password (minimum 12 characters)
4. Click “Create Account”

Step 2: Verify Your Email

Check your inbox for a verification email. Click the verification link to activate your account.

Note: If you don’t see the email, check your spam folder or request a new verification link.

Step 3: Complete Your Profile

After verification, you’ll be prompted to complete your profile:

# Required Information
name: Your Full Name
company: Your Company Name
role: Your Job Title
timezone: Your Local Timezone

Step 4: Invite Team Members

Add your colleagues to start collaborating:

1. Go to Settings > Team
2. Click “Invite Member”
3. Enter their email addresses
4. Assign appropriate roles

Configuration Options

Customize your workspace with these settings:

Troubleshooting

Can’t receive verification email?

• Check spam/junk folders
• Verify email address is correct
• Contact support if issues persist

Forgot password during setup?

Use the “Forgot Password” link on the login page to reset.

Next Steps

Your account is ready! Continue to the User Guide to learn about daily usage.