Contact Your Team Lead: Reach out directly to your team lead. They are your first point of contact for this request.
Request Account Creation: Inform your team lead that you need an account in the CRM system. Provide context as to how you place to use the CRM to support your work.
Wait for Confirmation: Once your team lead initiates the account creation process, they will keep you updated on the progress. You will receive a notification once your account is set up.
Initial Setup: After your account is created, you will receive login credentials. Follow the instructions provided to set up your account, including setting a secure password.
Training and Support: If you are new to the CRM system, consider requesting a training session. Our platform offers resources and support to help you get acquainted with the system's features and functionalities. [Type of Screenshot: A screenshot of the initial login screen of the CRM system, highlighting where to enter login credentials or where to find setup instructions.]
Remember, your team lead is there to assist you, so don’t hesitate to ask for help or clarification at any stage of the process. Welcome aboard, and we look forward to seeing you leverage the CRM system to its full potential!
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