Registration, Authentication & Onboarding
Individual Registration
For solo entrepreneurs, freelancers, and independent consultants.
Navigation: Pre-Login → Create Account → Register
- Enter your name, email, and password.
- Verify your email address.
- Log in and start using your personal CRM workspace immediately — no team setup required.
Organization Registration & Sales Team Onboarding
For companies setting up a centralized, multi-user sales workspace.
Navigation: Pre-Login → Register as Organization
- Company Details & Admin Account — Enter company name, official website domain, employee headcount, and primary administrator credentials.
- Email OTP Verification — Enter the 6-digit verification code sent to your corporate email to activate the organization account.
- Admin Login — Log in with your admin credentials to access the Executive Dashboard and begin onboarding your sales team.
Adding Your Sales Team (Post-Registration Setup)
Navigation: Header → Users OR Header → Profile Avatar → Personal Settings → + Add User
For each new team member, the Organization Admin configures:
- User Identity — First Name, Last Name, Official Email Address, and a Temporary/Initial Password.
- Role Allocation
- Admin — Co-administrator with full permissions across team management, SMTP settings, custom pipelines, and business forecasts.
- Employee — Sales representative focused on day-to-day prospecting, deal closing, and follow-up logging.
- Designation — Official job title (e.g., Senior Account Executive, BDR, Sales Manager).
- Reporting Manager — Assigns their direct team lead/manager from the dropdown to establish an organizational visibility hierarchy.
- Practical Example: If Employee C reports to Employee B, and Employee B reports to Employee A, then:
- Employee A can see the data of both Employee B and Employee C (full chain visibility).
- Employee B can only see Employee C’s data (one level down).
- Employee C can only see their own data.
- This cascading visibility ensures senior members have a complete picture of their team’s pipeline, while peers cannot access each other’s records.
- Practical Example: If Employee C reports to Employee B, and Employee B reports to Employee A, then:
Team Member Access & Immediate Workflow
Once added by the Admin:
- The employee receives their login credentials and logs in directly through the standard Sign In screen.
- They immediately land in the Organization’s CRM Workspace, with access tailored to their assigned role and permission level.
- From day one, team members can collaborate on company accounts, manage assigned leads, log interaction outcomes, advance deals across custom pipeline stages, and track their monthly sales performance.
The Organization Admin can reassign leads/deals between team members, edit roles, or safely deactivate/delete accounts with automated asset-reassignment protection at any time.
Login
Navigation: Pre-Login → Sign In
Login methods:
- Email & Password — standard login with registered credentials. Available for both Organization and Individual users.
- Google One-Tap OAuth — sign in with your Google account without a new password. (Individual users only)
- Apple Sign-In — fast sign-in for Apple users. (Individual users only)
- Remember Me — persists your session across browser restarts.
Steps:
- Enter your registered email address.
- Enter your password (use the eye icon to show/hide).
- Optionally check Remember Me on personal devices.
- Click Sign In. On success, you land on the Dashboard.
Forgot Password
Navigation: Pre-Login → Forgot Password?
- Enter your email → click Send Reset Link.
- Check your inbox (and spam folder) for the reset email.
- Click the link (expires in 24 hours) → set a new password → log in.
Email & OTP Verification
- Email Verification — required when creating a new account, changing your email, or resetting your password. Click the link in the verification email (expires in 24 hours).
- OTP Verification — required on first login from a new device or unusual location. Codes are valid for 5–10 minutes and are single-use only.
