Logging in
- Go to your CRM address. We give you this when we set it up, for example yourbusiness.co.uk/crm.
- Type your email address and press Send me a code.
- Check your inbox for a six-digit code, type it in and press Log in. Codes only work for a few minutes, so use it straight away.
No code?Check your spam folder, and make sure you used the email address we set you up with. Only people added to your team can log in.
Staying safe
Each person on your team has their own login, so you can always see who did what in the activity log. If someone leaves, an owner can remove their access in Team straight away.
To log out, press your initials in the top right corner and choose Log out.
Try this in the playgroundYour own private copy of Business CRM, with sample data. Nothing you do is kept.
Open the playground