Open a Google Chrome browser and type in your URL, which has been provided to you by now.
The URL will be in the format of yourstorename.thecrm.com/signup/ and will look like the screen shot below in Google Chrome.
Then click on "Register Here".
The password is GoTheCRM with a capital G, T, and CRM.
Then enter all of your requested information.
The "Desired DirectConnect Area Code" is the area for which the vanity phone number will be assigned. Many area codes are running out of numbers, so you may be assigned an overlay area code.
This is not unusual and should be expected. Preferably these will not be changed, as changing leads to loss of prior communication history and potential disconnects in phone call routing.
The "Mobile Phone" needs to be the personal cell phone used for 2-factor authentication.
The "Personal Email" field needs to be the employee's email own private personal email, such as a Yahoo or Gmail account. This enables an employee to restore access in the case of a lost password or other form of account lockout.
The "Store Details" can then be entered.
After selecting the store, sales reps should choose "Rep" for Dealership Role, and "Sales" for the Department. The user name must be least 5 characters of letters and numbers, no punctuation allowed. It is suggested to make it professional and easy to remember.
The password has to be at least 6 characters, including letters and at least one number or eligible special character, and then confirmed.
Once that is complete, click "Sign Up" and the user will have to wait to be approved by our support team. Once the user is approved, they will receive a text with information they will use to complete the login process.
Once they log in, they can request to have any default email signature template, the "MyDays," and the appropriate role permissions assigned via the chat bubble at the bottom right of the screen.
