Sign Up using Email

  • Click on the Sign Up link below the Sign In with Email button.
  • The following Sign Up page will appear:
  • Enter the First Name, Last Name, Email Address, Country, CRM, and Phone number in the respective fields

Note: As per the country selected, the region will be considered automatically and an account will be created as per the region. Select appropriate CRM (Salesforce, Zoho, or Portal) from the drop-down list.

  • Check the Opt-in box to receive text promotional messages
  • Click on the Next button
  • The following thank you page will appear:
  • A confirmation email will be sent to your registered email address once you sign up
  • Click on Confirm and Login button to proceed
  • After email confirmation, set up your account password
  • Once you set up the password, login to SaaS Portal with new password
  • Start using the SaaS Portal with all the available options
  • The customer will receive the welcome email

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