Four steps, and you are up and running today
Nothing to install. Open the app in a browser and follow these steps in order.
- 1
Create the admin
On first visit, enter the setup code chosen at deployment, then an admin name and password.
- 2
Add your team
Under Data → Members, add each salesperson and give them a password.
- 3
Bring in customers
Paste a list with headers straight from Excel, or import an existing data file.
- 4
Check in every day
The dashboard shows who to call and who is overdue. Log the follow-ups and you are done.
Questions
Do I need to install anything?
No. It works in any desktop or mobile browser; just sign in.
How soon do colleagues see my changes?
Saving is instant. Their pages check every 20 seconds and refresh as soon as they switch back to the window.
Can sales see each other’s customers?
No. Sales can only see and change their own customers, and the server enforces it.
Could we lose data?
Data lives in a cloud database that can be restored to any point in the last 30 days, and admins can export a backup at any time.
What if I forget my password?
Ask an admin to reset it under Data → Members. Your other devices will be signed out.