Set up your team space

You create your company account: you confirm your email, describe what you sell, then invite your sales reps. The person who signs up here becomes the Owner of the space.

Steps

1. On the sign-up page, choose Company (“I have a team”).

2. Enter your Email address and a Password of at least 8 characters, then select Create my account.

3. On Verify your email, enter the 6-digit code sent to you by email. It is valid for 5 minutes. If nothing arrives, select Resend code once the countdown ends.

4. On About you, enter Your name and Your role, then select Continue.

5. On About the company, enter Company name, What you sell and Your target (at least 10 characters each), then select Continue to the summary.

6. Check the Summary. Edit corrects an item; Confirm and access your space finishes.

7. In the Congratulations, your team space is ready! window, select Invite my team members. Later skips this step.

What you see

The Invite your team window lists one row per invitee: an address and a role, Manager, Sales or Admin, which gives the Administrator role. Add an invitee adds a row; Send invitations emails them right away. You can add more later: see Invite a team member.

An invited sales rep follows Join your team from an invitation.

If it doesn’t work

“Incorrect code, try again.” Enter the code again.

“This code has expired, request a new one.” Select Resend code.

“Too many attempts, wait a few minutes.” Wait, then try again.

“An account already exists with this address.” Select Sign in.