What happens after I sign up?
Download MarkdownFollow the onboarding instructions sent to the account owner. The team prepares your account, CRM connection, pipelines and enabled features with you. A new account can be empty until those parts are configured and real activity a
Follow the onboarding instructions sent to the account owner. The team prepares your account, CRM connection, pipelines and enabled features with you. A new account can be empty until those parts are configured and real activity arrives.
Prepare your business details, domain administrator, lead sources, staff access and chosen communication services. Use only the features whose setup checks have passed. For client-owned buyer email, start with Set Up Buyer Email.
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- Where do I log in to CloseMagnet?Go to https://app.closemagnet.com/login and enter the email address your account was created under along with the password you set, then click Sign in. If you forgot your password, click Forgot password? and follow the emailed res
- Do I have to turn on two-factor authentication?Yes. Two-factor authentication is mandatory on every account and every role. You cannot reach the app until you enroll an authenticator app, and you will be prompted for a code on future sign-ins.
- Which authenticator apps work with CloseMagnet?Any standard TOTP authenticator app works. Google Authenticator, Authy, and 1Password are all supported.
- I got a new phone and lost my authenticator. How do I get back in?Contact your account owner or support to have your two-factor factor reset. Once it is reset, you can re-enroll a fresh authenticator at the setup screen (https://app.closemagnet.com/mfa/setup) by scanning the QR code or entering