Getting Started

Overview

GetLead CRM is a comprehensive customer relationship management tool designed to help businesses manage their customer interactions, sales processes, and marketing activities effectively. This section will guide you through the initial steps to set up and start using GetLead CRM.

 

Prerequisites

Before you begin, ensure that you have the following:

  • Internet Connection: A stable internet connection is required to access GetLead CRM.
  • Supported Browsers: Use the latest versions of browsers like Google Chrome, Mozilla Firefox, or Safari for optimal performance.
  • Mobile App: GetLead CRM also offers a mobile app, available for both iOS and Android devices. Ensure you download the app from the App Store or Google Play Store to access your CRM data on the go.
  • Account Creation: You will need to create an account to access the CRM features.

 

Installation Instructions

GetLead CRM is a cloud-based solution, which means there is no software installation required on your local machine. To get started:

  1. Visit the GetLead CRM Website: Go to GetLead CRM.
  2. Sign Up for an Account:
    • Click on the "Sign Up" or "Get Started" button on the homepage.
    • Fill in your details, including your name, email address, and password.
    • Agree to the terms and conditions, then submit the form.
  3. Email Verification:
    • Check your email for a verification link from GetLead CRM.
    • Click the link to verify your email address and activate your account.