Creating your account

Getting Started with Your Account

Welcome to our platform! This guide will walk you through the process of creating and setting up your account.

Step 1: Sign Up

1. Navigate to the sign-up page by clicking "Sign Up" in the top right corner of our homepage.
2. Enter your business email address and create a strong password.
3. Click "Create Account" to proceed.
4. Check your email for a verification link and click it to verify your account.

Step 2: Complete Your Profile

After verifying your email, you'll be prompted to complete your profile:

1. Add your name and job title.
2. Enter your company information.
3. Upload a profile picture (optional but recommended).
4. Set your time zone and preferred notification settings.

Step 3: Connect Your Team

Invite team members to join your workspace:

1. Go to "Settings" > "Team Members".
2. Click "Invite Team Member" and enter their email address.
3. Assign them an appropriate role (Admin, Manager, or User).
4. They'll receive an invitation email with instructions to join.

Step 4: Explore the Dashboard

Once your account is set up, take some time to explore the dashboard:

• The main overview shows your lead generation metrics.
• The sidebar provides navigation to all platform features.
• The notification bell keeps you updated on important activities.

Next Steps

Now that your account is created, consider checking out these resources:

• Understanding the Dashboard
• Your First Lead Export
• Setting Up LeadFollow

If you have any questions, our support team is available to help!