What is the "Get set up" checklist on my dashboard?
Download MarkdownIt is the first card on your dashboard, and it tracks the first actions that make the platform useful: Account created, Workspace configured, Add your first 10 buyers, Set buy-boxes on 5 buyers, Mark a property marketable, and Sen
It is the first card on your dashboard, and it tracks the first actions that make the platform useful: Account created, Workspace configured, Add your first 10 buyers, Set buy-boxes on 5 buyers, Mark a property marketable, and Send your first blast. Each item marks itself complete as you do the work.
The checklist card disappears once you finish and dismiss it, so a fully set-up account has a clean dashboard. There is nothing to fill in by hand; just work through the actions and the card checks them off for you.
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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