How do I log in to the CRM?
Open the CRM login page
Enter your assigned email address
Enter your password
Complete the verification code if prompted
Click “Sign In”
What should I do if I forgot my CRM password?
Click “Forgot Password”
Enter your email address
Check your email for the reset link
Create a new password
Log back into the system
How do I add a new lead in the CRM?
Go to Contacts
Click “Add Contact”
Enter customer information
Save the contact
Add notes or tags if needed
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