What happens on the tech-setup call?
Download MarkdownThe team works through the account setup with you: CRM connection, email, lead sources, staff access, domain and phone setup, plus the billing and usage settings that apply to your plan.
The team works through the account setup with you: CRM connection, email, lead sources, staff access, domain and phone setup, plus the billing and usage settings that apply to your plan.
Bring accurate business details and access to the people who manage your domains and provider accounts. Sender verification and required carrier approvals can take additional time. A feature is ready only when its own checks pass, not simply because the call finished.
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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